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 | $34,336 | $106,280-67.7% | $96,538-64.4% | $139,487-75.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 2.33% | 38.48%-36.2pp | 35.74%-33.4pp | 373.84%-371.5pp |
| Employer contribution / active EE | $6,812 | $4,107+65.9% | $3,740+82.1% | $4,755+43.3% |
| Participant deferral / active EE | $6,807 | $5,457+24.7% | $4,880+39.5% | $6,713+1.4% |
| Admin fee / account holder | $378 | $7,888-95.2% | $6,737-94.4% | $11,407-96.7% |