Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $36,026 | $29,733+21.2% | $56,025-35.7% | $80,959-55.5% |
| Participation rate | 81.6% | 41.7%+39.9pp | 52.5%+29.1pp | 67.7%+13.9pp |
| Annual return | 8.71% | 35.28%-26.6pp | 1712.69%-1704.0pp | 35.67%-27.0pp |
| Employer contribution / active EE | $4,176 | $672+521.6% | $1,042+300.9% | $2,757+51.4% |
| Participant deferral / active EE | $2,332 | $1,229+89.6% | $1,955+19.3% | $4,300-45.8% |
| Admin fee / account holder | $2,528 | $2,434+3.9% | $2,828-10.6% | $6,925-63.5% |