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 | $40,218 | $160,070-74.9% | $147,117-72.7% | $145,897-72.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 5.35% | 98.69%-93.3pp | 420.54%-415.2pp | 552.29%-546.9pp |
| Employer contribution / active EE | $1,650 | $5,285-68.8% | $4,932-66.6% | $4,663-64.6% |
| Participant deferral / active EE | $4,470 | $8,419-46.9% | $8,065-44.6% | $6,689-33.2% |
| Admin fee / account holder | $65,860 | $15,035+338.0% | $12,993+406.9% | $13,390+391.8% |