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 | $80,315 | $115,814-30.7% | $101,275-20.7% | $158,982-49.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.72% | 56.16%-52.4pp | 46.48%-42.8pp | 302.99%-299.3pp |
| Employer contribution / active EE | $3,425 | $4,176-18.0% | $3,660-6.4% | $4,763-28.1% |
| Participant deferral / active EE | $9,337 | $4,958+88.3% | $4,371+113.6% | $5,983+56.1% |
| Admin fee / account holder | $532 | $7,249-92.7% | $5,948-91.1% | $11,252-95.3% |