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 | $55,868 | $85,766-34.9% | $136,297-59.0% | $70,124-20.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 3.38% | 31.45%-28.1pp | 5156.19%-5152.8pp | 73.14%-69.8pp |
| Employer contribution / active EE | $3,605 | $2,966+21.6% | $4,696-23.2% | $2,342+53.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,028 | $5,420-62.6% | $9,244-78.1% | $4,645-56.3% |