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 | $35,740 | $124,330-71.3% | $109,173-67.3% | $167,536-78.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.53% | 26.04%-16.5pp | 25.75%-16.2pp | 478.82%-469.3pp |
| Employer contribution / active EE | $1,137 | $4,209-73.0% | $3,723-69.4% | $4,839-76.5% |
| Participant deferral / active EE | $4,379 | $5,256-16.7% | $4,654-5.9% | $6,342-31.0% |
| Admin fee / account holder | $303 | $7,974-96.2% | $6,755-95.5% | $12,315-97.5% |