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 | $58,418 | $157,304-62.9% | $141,197-58.6% | $152,909-61.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.02% | 64.34%-61.3pp | 71.41%-68.4pp | 345.46%-342.4pp |
| Employer contribution / active EE | $13,362 | $5,263+153.9% | $4,736+182.1% | $4,764+180.5% |
| Participant deferral / active EE | $8,331 | $7,111+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $2,889 | $12,126-76.2% | $10,265-71.9% | $11,601-75.1% |