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 | $21,674 | $183,592-88.2% | $155,574-86.1% | $145,877-85.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.78% | 61.37%-56.6pp | 64.87%-60.1pp | 551.28%-546.5pp |
| Employer contribution / active EE | $1,805 | $5,317-66.0% | $4,676-61.4% | $4,663-61.3% |
| Participant deferral / active EE | $2,061 | $6,466-68.1% | $5,629-63.4% | $6,691-69.2% |
| Admin fee / account holder | $11,081 | $19,316-42.6% | $15,914-30.4% | $13,402-17.3% |