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 | $38,955 | $201,344-80.7% | $184,243-78.9% | $145,877-73.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.92% | 29.01%-21.1pp | 28.82%-20.9pp | 551.28%-543.4pp |
| Employer contribution / active EE | $6,106 | $7,022-13.1% | $6,427-5.0% | $4,663+30.9% |
| Participant deferral / active EE | $6,617 | $9,807-32.5% | $9,132-27.5% | $6,691-1.1% |
| Admin fee / account holder | $27,101 | $16,382+65.4% | $13,914+94.8% | $13,402+102.2% |