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 | $42,646 | $75,807-43.7% | $116,096-63.3% | $86,983-51.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 10.71% | 18.57%-7.9pp | 326.25%-315.5pp | 25.83%-15.1pp |
| Employer contribution / active EE | $1,299 | $1,892-31.4% | $2,503-48.1% | $2,584-49.7% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $3,952-100.0% | $4,194-100.0% |
| Admin fee / account holder | $9,037 | $6,659+35.7% | $7,704+17.3% | $7,856+15.0% |