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 | $24,549 | $111,535-78.0% | $105,223-76.7% | $137,256-82.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.69% | 237.85%-227.2pp | 180.65%-170.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,745 | $3,939-30.3% | $3,689-25.6% | $4,156-34.0% |
| Participant deferral / active EE | $3,940 | $5,500-28.4% | $5,072-22.3% | $6,407-38.5% |
| Admin fee / account holder | $10,023 | $9,721+3.1% | $8,859+13.1% | $12,270-18.3% |