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 | $24,849 | $96,491-74.2% | $75,888-67.3% | $152,870-83.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 0.41% | 33.98%-33.6pp | 30.76%-30.3pp | 345.34%-344.9pp |
| Employer contribution / active EE | $3,148 | $3,310-4.9% | $2,501+25.9% | $4,763-33.9% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $395 | $8,079-95.1% | $5,419-92.7% | $11,597-96.6% |