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 | $42,915 | $111,535-61.5% | $105,223-59.2% | $137,256-68.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.49% | 237.85%-227.4pp | 180.65%-170.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $3,628 | $3,939-7.9% | $3,689-1.7% | $4,156-12.7% |
| Participant deferral / active EE | $4,202 | $5,500-23.6% | $5,072-17.2% | $6,407-34.4% |
| Admin fee / account holder | $5,864 | $9,721-39.7% | $8,859-33.8% | $12,270-52.2% |