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 | $56,644 | $98,240-42.3% | $82,312-31.2% | $147,586-61.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 2.71% | 30.85%-28.1pp | 25.88%-23.2pp | 578.59%-575.9pp |
| Employer contribution / active EE | $5,186 | $3,192+62.5% | $2,428+113.6% | $4,876+6.3% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $38,826 | $8,563+353.4% | $5,608+592.4% | $10,886+256.7% |