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 | $83,033 | $185,312-55.2% | $161,489-48.6% | $154,746-46.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.52% | 103.84%-96.3pp | 89.72%-82.2pp | 172.34%-164.8pp |
| Employer contribution / active EE | $6,203 | $4,769+30.1% | $4,268+45.3% | $4,379+41.7% |
| Participant deferral / active EE | $29,964 | $6,350+371.9% | $5,630+432.2% | $6,730+345.2% |
| Admin fee / account holder | $38,610 | $18,654+107.0% | $16,006+141.2% | $14,365+168.8% |