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 | $36,908 | $72,071-48.8% | $68,368-46.0% | $137,256-73.1% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 8.84% | 353.14%-344.3pp | 292.57%-283.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $2,152 | $2,788-22.8% | $2,649-18.7% | $4,156-48.2% |
| Participant deferral / active EE | $5,073 | $4,410+15.0% | $4,123+23.1% | $6,407-20.8% |
| Admin fee / account holder | $47,671 | $5,336+793.5% | $5,150+825.7% | $12,270+288.5% |