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 | $28,066 | $201,370-86.1% | $184,256-84.8% | $145,897-80.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.76% | 29.05%-27.3pp | 28.85%-27.1pp | 552.29%-550.5pp |
| Employer contribution / active EE | $3,659 | $7,024-47.9% | $6,427-43.1% | $4,663-21.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,225 | $16,364-92.5% | $13,899-91.2% | $13,390-90.9% |