Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,071 | $78,690-66.9% | $161,489-83.9% | $87,485-70.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 12.32% | 32.74%-20.4pp | 89.72%-77.4pp | 26.06%-13.7pp |
| Employer contribution / active EE | $4,572 | $2,588+76.6% | $4,268+7.1% | $2,596+76.1% |
| Participant deferral / active EE | $3,484 | $3,311+5.2% | $5,630-38.1% | $4,274-18.5% |
| Admin fee / account holder | $2,332 | $6,724-65.3% | $16,006-85.4% | $7,775-70.0% |