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 | $31,097 | $107,368-71.0% | $92,915-66.5% | $152,909-79.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.45% | 145.64%-141.2pp | 109.45%-105.0pp | 345.46%-341.0pp |
| Employer contribution / active EE | $2,041 | $4,222-51.7% | $3,653-44.1% | $4,764-57.2% |
| Participant deferral / active EE | $4,048 | $4,848-16.5% | $4,238-4.5% | $5,851-30.8% |
| Admin fee / account holder | $6,682 | $7,082-5.7% | $5,796+15.3% | $11,601-42.4% |