Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,782 | $150,207-73.5% | $120,380-67.0% | $145,978-72.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.01% | 154.28%-146.3pp | 107.28%-99.3pp | 550.52%-542.5pp |
| Employer contribution / active EE | $2,309 | $4,351-46.9% | $3,465-33.4% | $4,662-50.5% |
| Participant deferral / active EE | $7,863 | $6,175+27.3% | $4,992+57.5% | $6,690+17.5% |
| Admin fee / account holder | $5,394 | $12,203-55.8% | $9,421-42.7% | $13,400-59.8% |