Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $79,910 | $117,895-32.2% | $102,460-22.0% | $145,897-45.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.82% | 31.92%-24.1pp | 29.47%-21.6pp | 552.29%-544.5pp |
| Employer contribution / active EE | $25,526 | $3,619+605.3% | $3,025+743.8% | $4,663+447.5% |
| Participant deferral / active EE | $3,280 | $5,736-42.8% | $5,056-35.1% | $6,689-51.0% |
| Admin fee / account holder | $431 | $13,353-96.8% | $9,460-95.4% | $13,390-96.8% |