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 | $128,001 | $108,942+17.5% | $100,415+27.5% | $145,897-12.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 2.44% | 58.27%-55.8pp | 49.47%-47.0pp | 552.29%-549.8pp |
| Employer contribution / active EE | $13,150 | $4,422+197.4% | $3,943+233.5% | $4,663+182.0% |
| Participant deferral / active EE | $23,000 | $8,461+171.8% | $8,091+184.3% | $6,689+243.8% |
| Admin fee / account holder | $693 | $9,702-92.9% | $7,906-91.2% | $13,390-94.8% |