Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,309 | $63,346-39.5% | $92,240-58.5% | $70,126-45.4% |
| Participation rate | 97.5% | 68.7%+28.8pp | 76.5%+21.0pp | 69.5%+28.0pp |
| Annual return | 8.29% | 530.19%-521.9pp | 176.29%-168.0pp | 73.15%-64.9pp |
| Employer contribution / active EE | $8,826 | $2,471+257.2% | $3,680+139.9% | $2,343+276.8% |
| Participant deferral / active EE | $1,443 | $2,854-49.4% | $3,897-63.0% | $3,332-56.7% |
| Admin fee / account holder | $6,282 | $3,841+63.6% | $5,194+20.9% | $4,645+35.2% |