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 | $34,439 | $100,938-65.9% | $90,461-61.9% | $158,982-78.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 4.63% | 1727.20%-1722.6pp | 1294.76%-1290.1pp | 302.99%-298.4pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,230 | $4,350-2.7% | $3,964+6.7% | $5,983-29.3% |
| Admin fee / account holder | $542 | $6,510-91.7% | $5,617-90.3% | $11,252-95.2% |