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 | $51,095 | $111,878-54.3% | $93,727-45.5% | $145,897-65.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 3.09% | 204.28%-201.2pp | 133.83%-130.7pp | 552.29%-549.2pp |
| Employer contribution / active EE | $3,610 | $3,092+16.8% | $2,421+49.1% | $4,663-22.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,412 | $10,256-86.2% | $8,292-83.0% | $13,390-89.5% |