Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $89,633 | $166,131-46.0% | $164,975-45.7% | $145,877-38.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.98% | 100.37%-95.4pp | 70.12%-65.1pp | 551.28%-546.3pp |
| Employer contribution / active EE | $27,375 | $5,276+418.9% | $4,343+530.4% | $4,663+487.1% |
| Participant deferral / active EE | $26,198 | $6,962+276.3% | $6,033+334.2% | $6,691+291.6% |
| Admin fee / account holder | $56,342 | $16,648+238.4% | $12,688+344.1% | $13,402+320.4% |