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 | $70,366-47.5% | $66,674-44.6% | $138,895-73.4% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.7%+10.9pp | 79.9%+4.7pp |
| Annual return | 8.84% | 386.41%-377.6pp | 321.24%-312.4pp | 145.39%-136.6pp |
| Employer contribution / active EE | $2,152 | $2,765-22.2% | $2,620-17.9% | $4,194-48.7% |
| Participant deferral / active EE | $5,073 | $4,374+16.0% | $4,084+24.2% | $6,396-20.7% |
| Admin fee / account holder | $47,671 | $5,262+805.9% | $5,098+835.1% | $12,562+279.5% |