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 | $48,450 | $105,210-53.9% | $159,487-69.6% | $85,851-43.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.71% | 45.08%-33.4pp | 263.71%-252.0pp | 318.63%-306.9pp |
| Employer contribution / active EE | $4,654 | $3,319+40.2% | $4,831-3.7% | $2,565+81.4% |
| Participant deferral / active EE | $3,380 | $5,946-43.2% | $7,354-54.0% | $3,952-14.5% |
| Admin fee / account holder | $812 | $6,934-88.3% | $10,804-92.5% | $6,261-87.0% |