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 | $54,619 | $47,479+15.0% | $62,929-13.2% | $82,448-33.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 10.01% | 20.34%-10.3pp | 1063.93%-1053.9pp | 41.64%-31.6pp |
| Employer contribution / active EE | $3,836 | $1,885+103.4% | $2,505+53.1% | $2,551+50.4% |
| Participant deferral / active EE | $3,623 | $2,870+26.2% | $3,888-6.8% | $4,139-12.5% |
| Admin fee / account holder | $1,258 | $3,804-66.9% | $5,065-75.2% | $7,234-82.6% |