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 | $13,446 | $68,097-80.3% | $62,929-78.6% | $137,256-90.2% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.0%+1.9pp |
| Annual return | 7.86% | 1859.11%-1851.3pp | 1063.93%-1056.1pp | 220.34%-212.5pp |
| Employer contribution / active EE | $2,753 | $2,811-2.1% | $2,505+9.9% | $4,156-33.8% |
| Participant deferral / active EE | $3,047 | $4,553-33.1% | $3,888-21.6% | $6,407-52.4% |
| Admin fee / account holder | $4,212 | $6,521-35.4% | $5,065-16.8% | $12,270-65.7% |