Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $78,924 | $107,368-26.5% | $92,915-15.1% | $152,909-48.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 6.27% | 145.64%-139.4pp | 109.45%-103.2pp | 345.46%-339.2pp |
| Employer contribution / active EE | $1,302 | $4,222-69.2% | $3,653-64.4% | $4,764-72.7% |
| Participant deferral / active EE | $3,072 | $4,848-36.6% | $4,238-27.5% | $5,851-47.5% |
| Admin fee / account holder | $9,285 | $7,082+31.1% | $5,796+60.2% | $11,601-20.0% |