Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $87,374 | $183,539-52.4% | $155,556-43.8% | $145,897-40.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.02% | 61.31%-54.3pp | 64.84%-57.8pp | 552.29%-545.3pp |
| Employer contribution / active EE | $3,198 | $5,315-39.8% | $4,675-31.6% | $4,663-31.4% |
| Participant deferral / active EE | $5,797 | $6,467-10.4% | $5,631+3.0% | $6,689-13.3% |
| Admin fee / account holder | $13,032 | $19,275-32.4% | $15,885-18.0% | $13,390-2.7% |