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 | $27,424 | $183,592-85.1% | $155,574-82.4% | $145,877-81.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.53% | 61.37%-55.8pp | 64.87%-59.3pp | 551.28%-545.7pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,700 | $6,466+19.1% | $5,629+36.8% | $6,691+15.1% |
| Admin fee / account holder | $1,072 | $19,316-94.5% | $15,914-93.3% | $13,402-92.0% |