Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $88,301 | $183,516-51.9% | $155,534-43.2% | $145,884-39.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.31% | 61.43%-54.1pp | 64.92%-57.6pp | 551.85%-544.5pp |
| Employer contribution / active EE | $1,552 | $5,315-70.8% | $4,675-66.8% | $4,662-66.7% |
| Participant deferral / active EE | $12,067 | $6,467+86.6% | $5,630+114.3% | $6,690+80.4% |
| Admin fee / account holder | $448 | $19,293-97.7% | $15,900-97.2% | $13,392-96.7% |