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 | $98,024 | $99,921-1.9% | $85,009+15.3% | $145,959-32.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.01% | 83.89%-75.9pp | 66.47%-58.5pp | 561.95%-553.9pp |
| Employer contribution / active EE | $4,400 | $3,233+36.1% | $2,728+61.3% | $4,661-5.6% |
| Participant deferral / active EE | $16,060 | $5,293+203.4% | $4,522+255.2% | $6,689+140.1% |
| Admin fee / account holder | $481 | $7,252-93.4% | $6,153-92.2% | $13,398-96.4% |