Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $39,032 | $211,105-81.5% | $178,449-78.1% | $145,978-73.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.26% | 30.19%-28.9pp | 27.09%-25.8pp | 550.52%-549.3pp |
| Employer contribution / active EE | $4,860 | $4,569+6.4% | $3,951+23.0% | $4,662+4.3% |
| Participant deferral / active EE | $15,500 | $6,959+122.7% | $6,277+147.0% | $6,690+131.7% |
| Admin fee / account holder | $556 | $12,017-95.4% | $10,362-94.6% | $13,400-95.8% |