Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,318 | $85,171-62.1% | $172,753-81.3% | $72,976-55.7% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 14.48% | 27.32%-12.8pp | 803.00%-788.5pp | 81.02%-66.5pp |
| Employer contribution / active EE | $1,652 | $3,324-50.3% | $5,144-67.9% | $2,440-32.3% |
| Participant deferral / active EE | $2,508 | $3,260-23.1% | $5,198-51.7% | $3,608-30.5% |
| Admin fee / account holder | $833 | $5,880-85.8% | $13,956-94.0% | $5,124-83.7% |