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 | $29,285 | $201,372-85.5% | $184,260-84.1% | $145,884-79.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.73% | 29.04%-27.3pp | 28.84%-27.1pp | 551.85%-550.1pp |
| Employer contribution / active EE | $2,595 | $7,024-63.1% | $6,427-59.6% | $4,662-44.3% |
| Participant deferral / active EE | $10,967 | $9,808+11.8% | $9,133+20.1% | $6,690+63.9% |
| Admin fee / account holder | $33,437 | $16,362+104.4% | $13,898+140.6% | $13,392+149.7% |