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 | $24,539 | $227,633-89.2% | $189,597-87.1% | $167,553-85.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 4.12% | 78.45%-74.3pp | 64.20%-60.1pp | 478.89%-474.8pp |
| Employer contribution / active EE | $4,007 | $5,317-24.6% | $4,412-9.2% | $4,840-17.2% |
| Participant deferral / active EE | $4,727 | $7,003-32.5% | $6,174-23.4% | $6,343-25.5% |
| Admin fee / account holder | $37,488 | $11,879+215.6% | $9,807+282.3% | $12,316+204.4% |