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 | $94,016 | $149,040-36.9% | $120,225-21.8% | $137,256-31.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.44% | 605.68%-597.2pp | 439.23%-430.8pp | 220.34%-211.9pp |
| Employer contribution / active EE | $1,835 | $4,350-57.8% | $3,475-47.2% | $4,156-55.8% |
| Participant deferral / active EE | $6,683 | $4,655+43.6% | $3,999+67.1% | $6,407+4.3% |
| Admin fee / account holder | $501 | $6,348-92.1% | $5,696-91.2% | $12,270-95.9% |