Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $46,311 | $166,268-72.1% | $165,100-71.9% | $145,897-68.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.17% | 100.52%-97.3pp | 70.21%-67.0pp | 552.29%-549.1pp |
| Employer contribution / active EE | $3,779 | $5,284-28.5% | $4,348-13.1% | $4,663-18.9% |
| Participant deferral / active EE | $9,003 | $6,964+29.3% | $6,035+49.2% | $6,689+34.6% |
| Admin fee / account holder | $125,606 | $16,659+654.0% | $12,696+889.4% | $13,390+838.0% |