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 | $77,909 | $108,922-28.5% | $100,398-22.4% | $145,978-46.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.56% | 58.04%-49.5pp | 49.32%-40.8pp | 550.52%-542.0pp |
| Employer contribution / active EE | $3,909 | $4,426-11.7% | $3,946-0.9% | $4,662-16.1% |
| Participant deferral / active EE | $12,705 | $8,450+50.4% | $8,084+57.2% | $6,690+89.9% |
| Admin fee / account holder | $663 | $9,680-93.2% | $7,893-91.6% | $13,400-95.1% |