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 | $45,317 | $183,539-75.3% | $155,556-70.9% | $145,897-68.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.54% | 61.31%-57.8pp | 64.84%-61.3pp | 552.29%-548.8pp |
| Employer contribution / active EE | $1,067 | $5,315-79.9% | $4,675-77.2% | $4,663-77.1% |
| Participant deferral / active EE | $2,455 | $6,467-62.0% | $5,631-56.4% | $6,689-63.3% |
| Admin fee / account holder | $1,616 | $19,275-91.6% | $15,885-89.8% | $13,390-87.9% |