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 | $29,894 | $100,147-70.2% | $81,286-63.2% | $145,877-79.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 5.60% | 34.44%-28.8pp | 24.80%-19.2pp | 551.28%-545.7pp |
| Employer contribution / active EE | $5,538 | $2,977+86.0% | $2,463+124.9% | $4,663+18.8% |
| Participant deferral / active EE | $2,542 | $4,607-44.8% | $3,883-34.5% | $6,691-62.0% |
| Admin fee / account holder | $346 | $8,201-95.8% | $5,764-94.0% | $13,402-97.4% |