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 | $47,656 | $58,275-18.2% | $81,844-41.8% | $80,935-41.1% |
| Participation rate | 93.3% | 63.5%+29.9pp | 72.4%+21.0pp | 67.7%+25.7pp |
| Annual return | 0.97% | 41.82%-40.8pp | 778.87%-777.9pp | 35.66%-34.7pp |
| Employer contribution / active EE | $4,403 | $2,346+87.7% | $2,916+51.0% | $2,757+59.7% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,226 | $4,749-53.1% | $7,355-69.7% | $6,924-67.9% |