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 | $52,458 | $185,312-71.7% | $161,489-67.5% | $154,746-66.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 4.88% | 103.84%-99.0pp | 89.72%-84.8pp | 172.34%-167.5pp |
| Employer contribution / active EE | $30,339 | $4,769+536.2% | $4,268+610.8% | $4,379+592.8% |
| Participant deferral / active EE | $31,200 | $6,350+391.4% | $5,630+454.2% | $6,730+363.6% |
| Admin fee / account holder | $148,966 | $18,654+698.6% | $16,006+830.7% | $14,365+937.0% |