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 | $39,449 | $148,558-73.4% | $135,925-71.0% | $139,427-71.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.33% | 79.22%-74.9pp | 68.25%-63.9pp | 373.27%-368.9pp |
| Employer contribution / active EE | $3,500 | $5,244-33.3% | $4,857-27.9% | $4,752-26.3% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,596 | $12,401-79.1% | $10,764-75.9% | $11,404-77.2% |