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 | $48,931 | $174,379-71.9% | $152,093-67.8% | $138,895-64.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.83% | 74.86%-65.0pp | 66.36%-56.5pp | 145.39%-135.6pp |
| Employer contribution / active EE | $2,371 | $4,652-49.0% | $4,175-43.2% | $4,194-43.5% |
| Participant deferral / active EE | $2,371 | $6,159-61.5% | $5,451-56.5% | $6,396-62.9% |
| Admin fee / account holder | $3,500 | $16,880-79.3% | $14,497-75.9% | $12,562-72.1% |