Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $87,342 | $110,379-20.9% | $102,412-14.7% | $145,884-40.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.59% | 24.84%-16.3pp | 24.94%-16.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $11,510 | $4,216+173.0% | $3,870+197.4% | $4,662+146.9% |
| Participant deferral / active EE | $13,961 | $5,622+148.3% | $5,060+175.9% | $6,690+108.7% |
| Admin fee / account holder | $437 | $9,745-95.5% | $8,388-94.8% | $13,392-96.7% |