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 | $104,742 | $124,425-15.8% | $112,040-6.5% | $137,256-23.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 4.71% | 24.72%-20.0pp | 24.52%-19.8pp | 220.34%-215.6pp |
| Employer contribution / active EE | $2,000 | $3,411-41.4% | $2,954-32.3% | $4,156-51.9% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,956 | $15,207-34.5% | $12,098-17.7% | $12,270-18.9% |