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 | $49,676 | $49,897-0.4% | $80,648-38.4% | $75,177-33.9% |
| Participation rate | 97.3% | 55.3%+42.0pp | 67.0%+30.3pp | 67.2%+30.1pp |
| Annual return | 10.26% | 34.68%-24.4pp | 937.21%-927.0pp | 160.75%-150.5pp |
| Employer contribution / active EE | $2,329 | $1,699+37.1% | $2,724-14.5% | $2,671-12.8% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,074 | $3,579+153.6% | $5,382+68.6% | $5,651+60.6% |