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 | $41,590 | $227,291-81.7% | $214,702-80.6% | $155,188-73.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 3.94% | 60.08%-56.1pp | 54.55%-50.6pp | 148.84%-144.9pp |
| Employer contribution / active EE | $3,571 | $6,772-47.3% | $6,461-44.7% | $4,248-15.9% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,205 | $20,413-89.2% | $19,830-88.9% | $14,480-84.8% |