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 | $38,022 | $58,311-34.8% | $81,882-53.6% | $80,959-53.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 9.70% | 41.85%-32.1pp | 779.47%-769.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $2,759 | $2,347+17.6% | $2,916-5.4% | $2,757+0.1% |
| Participant deferral / active EE | $2,559 | $3,287-22.1% | $4,323-40.8% | $4,300-40.5% |
| Admin fee / account holder | $3,657 | $4,752-23.0% | $7,360-50.3% | $6,925-47.2% |