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 | $56,878 | $97,751-41.8% | $103,447-45.0% | $145,877-61.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 9.48% | 25.43%-15.9pp | 23.92%-14.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,607 | $4,684-44.3% | $4,678-44.3% | $4,663-44.1% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,624-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,745 | $12,515-78.1% | $9,415-70.8% | $13,402-79.5% |