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 | $29,937 | $58,927-49.2% | $76,823-61.0% | $72,983-59.0% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 2.97% | 2305.64%-2302.7pp | 1166.42%-1163.5pp | 81.01%-78.0pp |
| Employer contribution / active EE | $2,222 | $1,787+24.4% | $2,302-3.5% | $2,440-8.9% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,327 | $4,013+7.8% | $6,422-32.6% | $5,124-15.6% |