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 | $13,377 | $97,125-86.2% | $86,233-84.5% | $137,256-90.3% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.0%+15.6pp | 80.0%+4.7pp |
| Annual return | 6.54% | 74.19%-67.6pp | 61.39%-54.8pp | 220.34%-213.8pp |
| Employer contribution / active EE | $2,968 | $2,841+4.5% | $2,504+18.5% | $4,156-28.6% |
| Participant deferral / active EE | $4,085 | $5,180-21.1% | $4,559-10.4% | $6,407-36.2% |
| Admin fee / account holder | $1,047 | $9,725-89.2% | $8,342-87.4% | $12,270-91.5% |