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 | $52,318 | $77,920-32.9% | $149,723-65.1% | $75,177-30.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.80% | 31.72%-22.9pp | 134.50%-125.7pp | 160.75%-152.0pp |
| Employer contribution / active EE | $990 | $3,138-68.5% | $4,821-79.5% | $2,671-62.9% |
| Participant deferral / active EE | $4,580 | $3,411+34.2% | $5,682-19.4% | $4,126+11.0% |
| Admin fee / account holder | $39,116 | $5,951+557.4% | $13,215+196.0% | $5,651+592.2% |