Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $36,795 | $183,592-80.0% | $155,574-76.3% | $145,877-74.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.89% | 61.37%-53.5pp | 64.87%-57.0pp | 551.28%-543.4pp |
| Employer contribution / active EE | $10,866 | $5,317+104.4% | $4,676+132.4% | $4,663+133.0% |
| Participant deferral / active EE | $7,311 | $6,466+13.1% | $5,629+29.9% | $6,691+9.3% |
| Admin fee / account holder | $2,939 | $19,316-84.8% | $15,914-81.5% | $13,402-78.1% |