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 | $82,603 | $102,429-19.4% | $147,096-43.8% | $80,925+2.1% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 4.08% | 135.02%-130.9pp | 419.75%-415.7pp | 35.65%-31.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,840 | $6,649+153.3% | $8,071+108.6% | $4,299+291.7% |
| Admin fee / account holder | $6,110 | $7,957-23.2% | $13,005-53.0% | $6,940-12.0% |