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 | $49,048 | $70,366-30.3% | $66,674-26.4% | $138,895-64.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 8.80% | 386.41%-377.6pp | 321.24%-312.4pp | 145.39%-136.6pp |
| Employer contribution / active EE | $735 | $2,765-73.4% | $2,620-71.9% | $4,194-82.5% |
| Participant deferral / active EE | $1,465 | $4,374-66.5% | $4,084-64.1% | $6,396-77.1% |
| Admin fee / account holder | $52,740 | $5,262+902.2% | $5,098+934.5% | $12,562+319.8% |