Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,740 | $114,013-74.8% | $103,693-72.3% | $155,188-81.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 6.13% | 49.31%-43.2pp | 47.61%-41.5pp | 148.84%-142.7pp |
| Employer contribution / active EE | $2,917 | $3,131-6.8% | $2,920-0.1% | $4,248-31.3% |
| Participant deferral / active EE | $2,488 | $4,970-49.9% | $4,579-45.7% | $6,531-61.9% |
| Admin fee / account holder | $64,486 | $8,407+667.1% | $7,858+720.6% | $14,480+345.4% |