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 | $57,517 | $51,638+11.4% | $68,368-15.9% | $82,448-30.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 10.86% | 37.53%-26.7pp | 292.57%-281.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $3,256 | $2,047+59.1% | $2,649+22.9% | $2,551+27.6% |
| Participant deferral / active EE | $5,716 | $2,914+96.2% | $4,123+38.7% | $4,139+38.1% |
| Admin fee / account holder | $2,442 | $4,643-47.4% | $5,150-52.6% | $7,234-66.2% |