Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $88,931 | $108,882-18.3% | $96,754-8.1% | $154,746-42.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 4.38% | 98.39%-94.0pp | 82.04%-77.7pp | 172.34%-168.0pp |
| Employer contribution / active EE | $2,874 | $3,018-4.8% | $2,679+7.3% | $4,379-34.4% |
| Participant deferral / active EE | $2,968 | $5,323-44.2% | $4,758-37.6% | $6,730-55.9% |
| Admin fee / account holder | $1,174 | $10,200-88.5% | $8,905-86.8% | $14,365-91.8% |