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 | $80,154 | $102,382-21.7% | $147,005-45.5% | $80,874-0.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.49% | 134.89%-123.4pp | 418.76%-407.3pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,532 | $3,715-58.8% | $4,934-69.0% | $2,756-44.4% |
| Participant deferral / active EE | $3,641 | $6,646-45.2% | $8,070-54.9% | $4,297-15.3% |
| Admin fee / account holder | $29,275 | $7,942+268.6% | $13,006+125.1% | $6,935+322.1% |