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 | $37,236 | $72,071-48.3% | $68,368-45.5% | $137,256-72.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 2.84% | 353.14%-350.3pp | 292.57%-289.7pp | 220.34%-217.5pp |
| Employer contribution / active EE | $2,556 | $2,788-8.3% | $2,649-3.5% | $4,156-38.5% |
| Participant deferral / active EE | $2,556 | $4,410-42.0% | $4,123-38.0% | $6,407-60.1% |
| Admin fee / account holder | $13,119 | $5,336+145.9% | $5,150+154.7% | $12,270+6.9% |