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 | $33,996 | $107,363-68.3% | $92,909-63.4% | $152,897-77.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 7.47% | 145.63%-138.2pp | 109.44%-102.0pp | 345.43%-338.0pp |
| Employer contribution / active EE | $5,017 | $4,222+18.8% | $3,653+37.3% | $4,764+5.3% |
| Participant deferral / active EE | $3,267 | $4,848-32.6% | $4,238-22.9% | $5,851-44.2% |
| Admin fee / account holder | $3,997 | $7,082-43.6% | $5,795-31.0% | $11,599-65.5% |