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 | $25,432 | $154,228-83.5% | $145,433-82.5% | $137,256-81.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.20% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,239 | $4,804-74.2% | $4,554-72.8% | $4,156-70.2% |
| Participant deferral / active EE | $3,014 | $8,216-63.3% | $7,897-61.8% | $6,407-53.0% |
| Admin fee / account holder | $960 | $14,344-93.3% | $13,129-92.7% | $12,270-92.2% |