Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $79,438 | $100,970-21.3% | $96,576-17.7% | $137,256-42.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 4.44% | 38.16%-33.7pp | 38.47%-34.0pp | 220.34%-215.9pp |
| Employer contribution / active EE | $22,214 | $3,809+483.2% | $3,553+525.2% | $4,156+434.5% |
| Participant deferral / active EE | $10,333 | $8,286+24.7% | $7,956+29.9% | $6,407+61.3% |
| Admin fee / account holder | $1,652 | $11,312-85.4% | $11,381-85.5% | $12,270-86.5% |