Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,994 | $156,398-77.0% | $147,318-75.6% | $138,895-74.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.41% | 78.75%-68.3pp | 70.43%-60.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $3,500 | $4,853-27.9% | $4,593-23.8% | $4,194-16.6% |
| Participant deferral / active EE | $6,222 | $8,237-24.5% | $7,906-21.3% | $6,396-2.7% |
| Admin fee / account holder | $382 | $14,976-97.5% | $13,708-97.2% | $12,562-97.0% |