Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,296 | $154,228-73.9% | $145,433-72.3% | $137,256-70.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.44% | 74.59%-71.1pp | 66.58%-63.1pp | 220.34%-216.9pp |
| Employer contribution / active EE | $1,424 | $4,804-70.4% | $4,554-68.7% | $4,156-65.7% |
| Participant deferral / active EE | $5,626 | $8,216-31.5% | $7,897-28.8% | $6,407-12.2% |
| Admin fee / account holder | $59,439 | $14,344+314.4% | $13,129+352.7% | $12,270+384.4% |