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 | $26,916 | $63,346-57.5% | $92,239-70.8% | $70,124-61.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.30% | 530.19%-517.9pp | 176.29%-164.0pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,602 | $2,471-35.2% | $3,680-56.5% | $2,342-31.6% |
| Participant deferral / active EE | $2,709 | $2,854-5.1% | $3,897-30.5% | $3,332-18.7% |
| Admin fee / account holder | $545 | $3,841-85.8% | $5,194-89.5% | $4,645-88.3% |