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 | $43,868 | $197,603-77.8% | $177,827-75.3% | $158,950-72.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.77% | 58.76%-57.0pp | 48.32%-46.6pp | 302.91%-301.1pp |
| Employer contribution / active EE | $5,842 | $6,698-12.8% | $5,918-1.3% | $4,762+22.7% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,096 | $15,402-79.9% | $12,429-75.1% | $11,248-72.5% |