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 | $31,356 | $116,203-73.0% | $93,621-66.5% | $152,909-79.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 3.64% | 35.96%-32.3pp | 32.76%-29.1pp | 345.46%-341.8pp |
| Employer contribution / active EE | $2,482 | $3,219-22.9% | $2,719-8.7% | $4,764-47.9% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,147 | $10,751-70.7% | $7,890-60.1% | $11,601-72.9% |