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 | $31,533 | $93,345-66.2% | $119,126-73.5% | $87,485-64.0% |
| Participation rate | 96.4% | 68.7%+27.7pp | 75.8%+20.7pp | 68.9%+27.5pp |
| Annual return | 8.92% | 19.08%-10.2pp | 282.11%-273.2pp | 26.06%-17.1pp |
| Employer contribution / active EE | $3,143 | $3,172-0.9% | $4,034-22.1% | $2,596+21.1% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,181 | $8,039-60.4% | $10,693-70.2% | $7,775-59.1% |