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 | $24,467 | $50,554-51.6% | $67,681-63.9% | $87,485-72.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 8.95% | 17.81%-8.9pp | 590.58%-581.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $2,312 | $1,988+16.2% | $2,678-13.7% | $2,596-11.0% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,514 | $4,132-15.0% | $6,100-42.4% | $7,775-54.8% |