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 | $49,096 | $111,814-56.1% | $103,374-52.5% | $145,959-66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.37% | 24.77%-20.4pp | 24.89%-20.5pp | 561.95%-557.6pp |
| Employer contribution / active EE | $1,764 | $4,214-58.1% | $3,869-54.4% | $4,661-62.1% |
| Participant deferral / active EE | $8,982 | $5,618+59.9% | $5,058+77.6% | $6,689+34.3% |
| Admin fee / account holder | $770 | $9,754-92.1% | $8,394-90.8% | $13,398-94.3% |