Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $105,432 | $111,814-5.7% | $103,374+2.0% | $145,959-27.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.44% | 24.77%-19.3pp | 24.89%-19.4pp | 561.95%-556.5pp |
| Employer contribution / active EE | $5,255 | $4,214+24.7% | $3,869+35.8% | $4,661+12.7% |
| Participant deferral / active EE | $16,981 | $5,618+202.3% | $5,058+235.8% | $6,689+153.9% |
| Admin fee / account holder | $1,576 | $9,754-83.8% | $8,394-81.2% | $13,398-88.2% |