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 | $59,513 | $208,088-71.4% | $186,193-68.0% | $154,746-61.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 2.11% | 89.97%-87.9pp | 78.03%-75.9pp | 172.34%-170.2pp |
| Employer contribution / active EE | $1,923 | $4,340-55.7% | $3,918-50.9% | $4,379-56.1% |
| Participant deferral / active EE | $3,000 | $7,078-57.6% | $6,513-53.9% | $6,730-55.4% |
| Admin fee / account holder | $20,835 | $11,698+78.1% | $11,058+88.4% | $14,365+45.0% |