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 | $50,146 | $99,011-49.4% | $86,582-42.1% | $147,586-66.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.24% | 1312.75%-1308.5pp | 965.08%-960.8pp | 578.59%-574.4pp |
| Employer contribution / active EE | $3,897 | $3,132+24.4% | $2,839+37.2% | $4,876-20.1% |
| Participant deferral / active EE | $7,661 | $3,972+92.9% | $3,609+112.3% | $5,439+40.9% |
| Admin fee / account holder | $2,380 | $5,709-58.3% | $4,904-51.5% | $10,886-78.1% |