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 | $57,938 | $98,766-41.3% | $149,730-61.3% | $79,852-27.4% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 11.23% | 27.43%-16.2pp | 276.70%-265.5pp | 31.72%-20.5pp |
| Employer contribution / active EE | $5,624 | $3,217+74.8% | $4,645+21.1% | $2,471+127.6% |
| Participant deferral / active EE | $4,768 | $5,681-16.1% | $6,843-30.3% | $3,740+27.5% |
| Admin fee / account holder | $37,368 | $6,052+517.4% | $9,310+301.4% | $5,306+604.2% |