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 | $29,997 | $48,337-37.9% | $67,560-55.6% | $80,959-62.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 9.80% | 18.26%-8.5pp | 3533.50%-3523.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,401 | $2,023-30.7% | $2,737-48.8% | $2,757-49.2% |
| Participant deferral / active EE | $2,185 | $2,928-25.4% | $4,004-45.4% | $4,300-49.2% |
| Admin fee / account holder | $5,280 | $3,695+42.9% | $3,994+32.2% | $6,925-23.8% |