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 | $25,065 | $99,011-74.7% | $86,582-71.1% | $147,586-83.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.00% | 1312.75%-1305.7pp | 965.08%-958.1pp | 578.59%-571.6pp |
| Employer contribution / active EE | $1,711 | $3,132-45.4% | $2,839-39.7% | $4,876-64.9% |
| Participant deferral / active EE | $1,806 | $3,972-54.5% | $3,609-49.9% | $5,439-66.8% |
| Admin fee / account holder | $3,230 | $5,709-43.4% | $4,904-34.1% | $10,886-70.3% |