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 | $52,489 | $108,922-51.8% | $100,398-47.7% | $145,978-64.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.15% | 58.04%-54.9pp | 49.32%-46.2pp | 550.52%-547.4pp |
| Employer contribution / active EE | $8,745 | $4,426+97.6% | $3,946+121.6% | $4,662+87.6% |
| Participant deferral / active EE | $9,453 | $8,450+11.9% | $8,084+16.9% | $6,690+41.3% |
| Admin fee / account holder | $3,083 | $9,680-68.2% | $7,893-60.9% | $13,400-77.0% |