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 | $16,481 | $106,280-84.5% | $96,538-82.9% | $139,487-88.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.53% | 38.48%-29.0pp | 35.74%-26.2pp | 373.84%-364.3pp |
| Employer contribution / active EE | $2,447 | $4,107-40.4% | $3,740-34.6% | $4,755-48.5% |
| Participant deferral / active EE | $3,861 | $5,457-29.3% | $4,880-20.9% | $6,713-42.5% |
| Admin fee / account holder | $749 | $7,888-90.5% | $6,737-88.9% | $11,407-93.4% |