Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,656 | $77,416-73.3% | $69,464-70.3% | $152,897-86.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 3.83% | 39.08%-35.2pp | 28.98%-25.1pp | 345.43%-341.6pp |
| Employer contribution / active EE | $1,731 | $3,315-47.8% | $2,779-37.7% | $4,764-63.7% |
| Participant deferral / active EE | $1,731 | $4,413-60.8% | $3,536-51.0% | $5,851-70.4% |
| Admin fee / account holder | $4,209 | $6,208-32.2% | $3,840+9.6% | $11,599-63.7% |