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 | $29,770 | $53,063-43.9% | $124,206-76.0% | $82,637-64.0% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 12.86% | 68.87%-56.0pp | 515.27%-502.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $3,009 | $1,530+96.6% | $3,540-15.0% | $2,552+17.9% |
| Participant deferral / active EE | $1,389 | $2,644-47.5% | $3,968-65.0% | $4,126-66.3% |
| Admin fee / account holder | $10,662 | $4,281+149.1% | $5,929+79.8% | $7,339+45.3% |