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 | $58,759 | $157,304-62.6% | $141,197-58.4% | $152,909-61.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.92% | 64.34%-55.4pp | 71.41%-62.5pp | 345.46%-336.5pp |
| Employer contribution / active EE | $1,304 | $5,263-75.2% | $4,736-72.5% | $4,764-72.6% |
| Participant deferral / active EE | $12,553 | $7,111+76.5% | $6,710+87.1% | $5,851+114.5% |
| Admin fee / account holder | $82,875 | $12,126+583.5% | $10,265+707.4% | $11,601+614.4% |