Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,871 | $148,623-78.6% | $135,974-76.6% | $139,466-77.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.96% | 79.30%-67.3pp | 68.30%-56.3pp | 373.66%-361.7pp |
| Employer contribution / active EE | $2,748 | $5,246-47.6% | $4,859-43.4% | $4,754-42.2% |
| Participant deferral / active EE | $4,421 | $8,103-45.4% | $7,760-43.0% | $6,712-34.1% |
| Admin fee / account holder | $498 | $12,406-96.0% | $10,767-95.4% | $11,409-95.6% |