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 | $33,820 | $103,000-67.2% | $90,300-62.5% | $152,885-77.9% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.5%+10.4pp |
| Annual return | 6.60% | 95.19%-88.6pp | 78.11%-71.5pp | 345.39%-338.8pp |
| Employer contribution / active EE | $1,901 | $3,138-39.4% | $2,854-33.4% | $4,763-60.1% |
| Participant deferral / active EE | $3,952 | $4,281-7.7% | $3,884+1.7% | $5,851-32.4% |
| Admin fee / account holder | $5,817 | $6,173-5.8% | $5,353+8.7% | $11,598-49.8% |