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 | $69,897 | $65,034+7.5% | $90,970-23.2% | $79,856-12.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 8.81% | 30.45%-21.6pp | 134.60%-125.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $2,490 | $1,247+99.6% | $2,122+17.4% | $2,471+0.8% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,833 | $4,536-59.6% | $5,961-69.2% | $5,306-65.5% |