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 | $36,739 | $72,426-49.3% | $67,560-45.6% | $145,897-74.8% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 8.27% | 7226.78%-7218.5pp | 3533.50%-3525.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,650 | $4,785-2.8% | $4,004+16.1% | $6,689-30.5% |
| Admin fee / account holder | $26,966 | $5,514+389.1% | $3,994+575.2% | $13,390+101.4% |