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 | $39,172 | $90,691-56.8% | $76,119-48.5% | $145,884-73.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 1.67% | 624.52%-622.9pp | 361.25%-359.6pp | 551.85%-550.2pp |
| Employer contribution / active EE | $2,664 | $3,329-20.0% | $2,693-1.1% | $4,662-42.9% |
| Participant deferral / active EE | $11,099 | $5,167+114.8% | $4,259+160.6% | $6,690+65.9% |
| Admin fee / account holder | $151,720 | $8,383+1709.9% | $6,421+2262.8% | $13,392+1032.9% |