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 | $95,118 | $167,030-43.1% | $135,768-29.9% | $155,188-38.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 3.28% | 678.39%-675.1pp | 526.10%-522.8pp | 148.84%-145.6pp |
| Employer contribution / active EE | $5,456 | $4,132+32.0% | $3,394+60.8% | $4,248+28.5% |
| Participant deferral / active EE | $4,385 | $4,528-3.2% | $3,977+10.3% | $6,531-32.9% |
| Admin fee / account holder | $2,277 | $8,172-72.1% | $7,048-67.7% | $14,480-84.3% |