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 | $42,302 | $125,797-66.4% | $170,057-75.1% | $75,177-43.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 3.29% | 27.20%-23.9pp | 53.42%-50.1pp | 160.75%-157.5pp |
| Employer contribution / active EE | $2,201 | $4,616-52.3% | $6,790-67.6% | $2,671-17.6% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $664 | $8,177-91.9% | $12,826-94.8% | $5,651-88.2% |