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 | $22,373 | $174,379-87.2% | $152,093-85.3% | $138,895-83.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.71% | 74.86%-64.1pp | 66.36%-55.6pp | 145.39%-134.7pp |
| Employer contribution / active EE | $1,721 | $4,652-63.0% | $4,175-58.8% | $4,194-59.0% |
| Participant deferral / active EE | $2,600 | $6,159-57.8% | $5,451-52.3% | $6,396-59.4% |
| Admin fee / account holder | $5,933 | $16,880-64.9% | $14,497-59.1% | $12,562-52.8% |