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 | $113,899 | $78,423+45.2% | $95,964+18.7% | $79,856+42.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 0.67% | 19.37%-18.7pp | 91.64%-91.0pp | 31.71%-31.0pp |
| Employer contribution / active EE | $15,994 | $1,945+722.1% | $2,541+529.3% | $2,471+547.2% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,684 | $5,622-16.7% | $6,797-31.1% | $5,306-11.7% |