Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,803 | $108,911-13.9% | $100,392-6.6% | $145,884-35.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.18% | 58.23%-49.1pp | 49.45%-40.3pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,906 | $4,420-56.9% | $3,941-51.6% | $4,662-59.1% |
| Participant deferral / active EE | $8,201 | $8,459-3.0% | $8,090+1.4% | $6,690+22.6% |
| Admin fee / account holder | $2,145 | $9,698-77.9% | $7,904-72.9% | $13,392-84.0% |