Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,021 | $108,922-68.8% | $100,398-66.1% | $145,978-76.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.99% | 58.04%-49.0pp | 49.32%-40.3pp | 550.52%-541.5pp |
| Employer contribution / active EE | $5,246 | $4,426+18.5% | $3,946+32.9% | $4,662+12.5% |
| Participant deferral / active EE | $10,519 | $8,450+24.5% | $8,084+30.1% | $6,690+57.2% |
| Admin fee / account holder | $7,675 | $9,680-20.7% | $7,893-2.8% | $13,400-42.7% |