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 | $51,618 | $211,288-75.6% | $178,540-71.1% | $145,884-64.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.39% | 30.27%-27.9pp | 27.15%-24.8pp | 551.85%-549.5pp |
| Employer contribution / active EE | $5,142 | $4,574+12.4% | $3,953+30.1% | $4,662+10.3% |
| Participant deferral / active EE | $10,848 | $6,967+55.7% | $6,281+72.7% | $6,690+62.2% |
| Admin fee / account holder | $2,919 | $12,105-75.9% | $10,424-72.0% | $13,392-78.2% |