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 | $53,495 | $174,379-69.3% | $152,093-64.8% | $138,895-61.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.78% | 74.86%-70.1pp | 66.36%-61.6pp | 145.39%-140.6pp |
| Employer contribution / active EE | $6,175 | $4,652+32.7% | $4,175+47.9% | $4,194+47.2% |
| Participant deferral / active EE | $2,627 | $6,159-57.3% | $5,451-51.8% | $6,396-58.9% |
| Admin fee / account holder | $486,067 | $16,880+2779.5% | $14,497+3253.0% | $12,562+3769.3% |