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 | $48,788 | $70,121-30.4% | $63,803-23.5% | $138,895-64.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 10.39% | 946.48%-936.1pp | 543.72%-533.3pp | 145.39%-135.0pp |
| Employer contribution / active EE | $2,300 | $2,882-20.2% | $2,532-9.2% | $4,194-45.2% |
| Participant deferral / active EE | $2,138 | $4,535-52.9% | $3,843-44.4% | $6,396-66.6% |
| Admin fee / account holder | $7,895 | $6,738+17.2% | $5,196+51.9% | $12,562-37.2% |