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 | $88,005 | $96,236-8.6% | $136,072-35.3% | $80,935+8.7% |
| Participation rate | 98.0% | 71.2%+26.8pp | 76.4%+21.6pp | 67.7%+30.4pp |
| Annual return | 4.13% | 28.74%-24.6pp | 580.46%-576.3pp | 35.66%-31.5pp |
| Employer contribution / active EE | $2,127 | $3,350-36.5% | $4,216-49.5% | $2,757-22.8% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,028-100.0% | $4,299-100.0% |
| Admin fee / account holder | $333 | $8,250-96.0% | $6,718-95.1% | $6,924-95.2% |