Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,609 | $107,368-56.6% | $92,915-49.8% | $152,909-69.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.51% | 145.64%-141.1pp | 109.45%-104.9pp | 345.46%-341.0pp |
| Employer contribution / active EE | $15,306 | $4,222+262.5% | $3,653+319.0% | $4,764+221.3% |
| Participant deferral / active EE | $8,167 | $4,848+68.5% | $4,238+92.7% | $5,851+39.6% |
| Admin fee / account holder | $6,065 | $7,082-14.4% | $5,796+4.7% | $11,601-47.7% |