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 | $45,495 | $112,729-59.6% | $98,716-53.9% | $137,256-66.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 4.62% | 38.48%-33.9pp | 31.81%-27.2pp | 220.34%-215.7pp |
| Employer contribution / active EE | $2,066 | $2,725-24.2% | $2,279-9.3% | $4,156-50.3% |
| Participant deferral / active EE | $3,540 | $4,640-23.7% | $4,048-12.5% | $6,407-44.7% |
| Admin fee / account holder | $189,002 | $10,129+1766.0% | $8,703+2071.7% | $12,270+1440.3% |