Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $36,729 | $159,978-77.0% | $147,041-75.0% | $145,978-74.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.92% | 98.36%-91.4pp | 419.21%-412.3pp | 550.52%-543.6pp |
| Employer contribution / active EE | $9,734 | $5,288+84.1% | $4,935+97.3% | $4,662+108.8% |
| Participant deferral / active EE | $9,871 | $8,429+17.1% | $8,071+22.3% | $6,690+47.6% |
| Admin fee / account holder | $659 | $15,053-95.6% | $13,006-94.9% | $13,400-95.1% |