Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,954 | $25,014+71.7% | $69,623-38.3% | $80,935-46.9% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.7%+32.3pp |
| Annual return | 7.05% | 19.08%-12.0pp | 101.23%-94.2pp | 35.66%-28.6pp |
| Employer contribution / active EE | $6,124 | $991+517.8% | $1,709+258.4% | $2,757+122.2% |
| Participant deferral / active EE | $6,176 | $1,840+235.7% | $2,890+113.7% | $4,299+43.7% |
| Admin fee / account holder | $646 | $2,491-74.1% | $4,696-86.2% | $6,924-90.7% |