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 | $40,059 | $115,780-65.4% | $101,255-60.4% | $158,931-74.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.24% | 56.14%-53.9pp | 46.48%-44.2pp | 302.86%-300.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,334 | $4,958-32.7% | $4,370-23.7% | $5,982-44.3% |
| Admin fee / account holder | $3,589 | $7,246-50.5% | $5,946-39.6% | $11,247-68.1% |