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 | $57,083 | $114,013-49.9% | $103,693-44.9% | $155,188-63.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 5.00% | 49.31%-44.3pp | 47.61%-42.6pp | 148.84%-143.8pp |
| Employer contribution / active EE | $3,597 | $3,131+14.9% | $2,920+23.2% | $4,248-15.3% |
| Participant deferral / active EE | $6,321 | $4,970+27.2% | $4,579+38.0% | $6,531-3.2% |
| Admin fee / account holder | $167,659 | $8,407+1894.3% | $7,858+2033.6% | $14,480+1057.9% |