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 | $52,341 | $111,535-53.1% | $105,223-50.3% | $137,256-61.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 3.79% | 237.85%-234.1pp | 180.65%-176.9pp | 220.34%-216.6pp |
| Employer contribution / active EE | $1,978 | $3,939-49.8% | $3,689-46.4% | $4,156-52.4% |
| Participant deferral / active EE | $3,480 | $5,500-36.7% | $5,072-31.4% | $6,407-45.7% |
| Admin fee / account holder | $79,260 | $9,721+715.3% | $8,859+794.7% | $12,270+546.0% |