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 | $47,090 | $183,539-74.3% | $155,556-69.7% | $145,897-67.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.17% | 61.31%-54.1pp | 64.84%-57.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,747 | $5,315-67.1% | $4,675-62.6% | $4,663-62.5% |
| Participant deferral / active EE | $4,182 | $6,467-35.3% | $5,631-25.7% | $6,689-37.5% |
| Admin fee / account holder | $682 | $19,275-96.5% | $15,885-95.7% | $13,390-94.9% |