Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,876 | $107,941-86.2% | $91,994-83.8% | $152,897-90.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 7.92% | 89.28%-81.4pp | 69.04%-61.1pp | 345.43%-337.5pp |
| Employer contribution / active EE | $2,261 | $4,212-46.3% | $3,453-34.5% | $4,764-52.5% |
| Participant deferral / active EE | $6,379 | $6,366+0.2% | $5,924+7.7% | $5,851+9.0% |
| Admin fee / account holder | $1,779 | $10,521-83.1% | $7,744-77.0% | $11,599-84.7% |