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 | $39,756 | $154,228-74.2% | $145,433-72.7% | $137,256-71.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.40% | 74.59%-69.2pp | 66.58%-61.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $2,371 | $4,804-50.7% | $4,554-48.0% | $4,156-43.0% |
| Participant deferral / active EE | $3,833 | $8,216-53.4% | $7,897-51.5% | $6,407-40.2% |
| Admin fee / account holder | $127,371 | $14,344+788.0% | $13,129+870.2% | $12,270+938.1% |