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 | $45,872 | $115,810-60.4% | $101,271-54.7% | $158,966-71.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.71% | 56.15%-49.4pp | 46.48%-39.8pp | 302.95%-296.2pp |
| Employer contribution / active EE | $2,857 | $4,175-31.6% | $3,660-21.9% | $4,762-40.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $346 | $7,248-95.2% | $5,948-94.2% | $11,250-96.9% |