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 | $42,794 | $171,492-75.0% | $150,734-71.6% | $198,609-78.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 3.58% | 804.70%-801.1pp | 600.81%-597.2pp | 202.70%-199.1pp |
| Employer contribution / active EE | $8,357 | $5,470+52.8% | $4,918+69.9% | $5,055+65.3% |
| Participant deferral / active EE | $15,579 | $6,259+148.9% | $5,610+177.7% | $6,977+123.3% |
| Admin fee / account holder | $368,289 | $17,628+1989.2% | $14,905+2370.8% | $19,030+1835.3% |