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 | $45,792 | $89,364-48.8% | $141,177-67.6% | $72,983-37.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.46% | 111.86%-93.4pp | 71.40%-52.9pp | 81.01%-62.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,615 | $5,419+22.1% | $6,710-1.4% | $3,608+83.4% |
| Admin fee / account holder | $8,487 | $5,959+42.4% | $10,263-17.3% | $5,124+65.6% |