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 | $62,123 | $100,895-38.4% | $90,430-31.3% | $158,950-60.9% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 5.43% | 1725.54%-1720.1pp | 1293.73%-1288.3pp | 302.91%-297.5pp |
| Employer contribution / active EE | $2,631 | $3,689-28.7% | $3,262-19.3% | $4,762-44.7% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $491 | $6,505-92.5% | $5,613-91.3% | $11,248-95.6% |