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 | $47,196 | $211,288-77.7% | $178,540-73.6% | $145,884-67.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.17% | 30.27%-26.1pp | 27.15%-23.0pp | 551.85%-547.7pp |
| Employer contribution / active EE | $5,447 | $4,574+19.1% | $3,953+37.8% | $4,662+16.8% |
| Participant deferral / active EE | $6,868 | $6,967-1.4% | $6,281+9.3% | $6,690+2.7% |
| Admin fee / account holder | $27,975 | $12,105+131.1% | $10,424+168.4% | $13,392+108.9% |