Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $90,744 | $90,509+0.3% | $78,693+15.3% | $273,968-66.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.53% | 75.61%-74.1pp | 62.18%-60.7pp | 41.45%-39.9pp |
| Employer contribution / active EE | $1,098 | $3,175-65.4% | $2,850-61.5% | $4,869-77.5% |
| Participant deferral / active EE | $7,718 | $3,901+97.8% | $3,517+119.5% | $5,287+46.0% |
| Admin fee / account holder | $467 | $5,264-91.1% | $4,511-89.7% | $10,132-95.4% |