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 | $50,881 | $103,164-50.7% | $90,259-43.6% | $154,746-67.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 4.75% | 19.25%-14.5pp | 18.88%-14.1pp | 172.34%-167.6pp |
| Employer contribution / active EE | $1,389 | $2,532-45.1% | $2,291-39.4% | $4,379-68.3% |
| Participant deferral / active EE | $2,523 | $4,422-43.0% | $3,827-34.1% | $6,730-62.5% |
| Admin fee / account holder | $109,509 | $8,593+1174.4% | $7,267+1406.9% | $14,365+662.3% |