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 | $42,849 | $111,535-61.6% | $105,223-59.3% | $137,256-68.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.12% | 237.85%-226.7pp | 180.65%-169.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,602 | $3,939-34.0% | $3,689-29.5% | $4,156-37.4% |
| Participant deferral / active EE | $6,604 | $5,500+20.1% | $5,072+30.2% | $6,407+3.1% |
| Admin fee / account holder | $2,435 | $9,721-75.0% | $8,859-72.5% | $12,270-80.2% |