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 | $15,970 | $103,038-84.5% | $90,324-82.3% | $152,909-89.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.60% | 95.25%-94.7pp | 78.15%-77.6pp | 345.46%-344.9pp |
| Employer contribution / active EE | $4,110 | $3,141+30.9% | $2,856+43.9% | $4,764-13.7% |
| Participant deferral / active EE | $1,625 | $4,282-62.0% | $3,885-58.2% | $5,851-72.2% |
| Admin fee / account holder | $412 | $6,177-93.3% | $5,356-92.3% | $11,601-96.5% |