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 | $56,282 | $110,410-49.0% | $102,437-45.1% | $145,897-61.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.05% | 24.85%-16.8pp | 24.95%-16.9pp | 552.29%-544.2pp |
| Employer contribution / active EE | $20,437 | $4,217+384.6% | $3,871+428.0% | $4,663+338.3% |
| Participant deferral / active EE | $8,429 | $5,622+49.9% | $5,060+66.6% | $6,689+26.0% |
| Admin fee / account holder | $8,893 | $9,745-8.7% | $8,388+6.0% | $13,390-33.6% |