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 | $58,479 | $275,752-78.8% | $256,809-77.2% | $198,609-70.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 3.46% | 34.81%-31.4pp | 32.73%-29.3pp | 202.70%-199.2pp |
| Employer contribution / active EE | $2,849 | $7,721-63.1% | $7,263-60.8% | $5,055-43.6% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,582 | $25,716-58.9% | $25,146-57.9% | $19,030-44.4% |