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 | $34,401 | $117,444-70.7% | $99,479-65.4% | $152,909-77.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 2.47% | 31.87%-29.4pp | 30.72%-28.3pp | 345.46%-343.0pp |
| Employer contribution / active EE | $4,018 | $3,014+33.3% | $2,540+58.2% | $4,764-15.7% |
| Participant deferral / active EE | $4,018 | $4,086-1.7% | $3,619+11.0% | $5,851-31.3% |
| Admin fee / account holder | $12,573 | $7,635+64.7% | $6,253+101.1% | $11,601+8.4% |