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 | $26,859 | $102,609-73.8% | $98,090-72.6% | $138,895-80.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 5.38% | 36.44%-31.1pp | 37.05%-31.7pp | 145.39%-140.0pp |
| Employer contribution / active EE | $4,149 | $3,867+7.3% | $3,606+15.0% | $4,194-1.1% |
| Participant deferral / active EE | $4,149 | $8,167-49.2% | $7,845-47.1% | $6,396-35.1% |
| Admin fee / account holder | $90,003 | $11,434+687.2% | $11,815+661.8% | $12,562+616.5% |