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 | $46,240 | $103,392-55.3% | $87,104-46.9% | $152,897-69.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 8.08% | 28.10%-20.0pp | 28.19%-20.1pp | 345.43%-337.3pp |
| Employer contribution / active EE | $6,061 | $3,221+88.2% | $2,521+140.4% | $4,764+27.2% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,194 | $12,194-49.2% | $7,491-17.3% | $11,599-46.6% |