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 | $37,982 | $125,237-69.7% | $105,608-64.0% | $145,877-74.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.39% | 225.76%-218.4pp | 116.50%-109.1pp | 551.28%-543.9pp |
| Employer contribution / active EE | $14,527 | $3,720+290.5% | $3,167+358.7% | $4,663+211.5% |
| Participant deferral / active EE | $14,798 | $5,711+159.1% | $5,010+195.4% | $6,691+121.2% |
| Admin fee / account holder | $22,519 | $17,287+30.3% | $11,028+104.2% | $13,402+68.0% |