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 | $76,046 | $111,830-32.0% | $93,696-18.8% | $145,884-47.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.35% | 204.08%-198.7pp | 133.74%-128.4pp | 551.85%-546.5pp |
| Employer contribution / active EE | $1,048 | $3,093-66.1% | $2,422-56.7% | $4,662-77.5% |
| Participant deferral / active EE | $3,322 | $4,920-32.5% | $4,417-24.8% | $6,690-50.3% |
| Admin fee / account holder | $23,418 | $10,249+128.5% | $8,287+182.6% | $13,392+74.9% |