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 | $34,495 | $110,410-68.8% | $102,437-66.3% | $145,897-76.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.31% | 24.85%-16.5pp | 24.95%-16.6pp | 552.29%-544.0pp |
| Employer contribution / active EE | $2,409 | $4,217-42.9% | $3,871-37.8% | $4,663-48.3% |
| Participant deferral / active EE | $4,283 | $5,622-23.8% | $5,060-15.4% | $6,689-36.0% |
| Admin fee / account holder | $6,851 | $9,745-29.7% | $8,388-18.3% | $13,390-48.8% |