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 | $55,620 | $102,422-45.7% | $147,117-62.2% | $80,959-31.3% |
| Participation rate | 98.9% | 75.9%+23.0pp | 82.2%+16.7pp | 67.7%+31.2pp |
| Annual return | 9.64% | 135.16%-125.5pp | 420.54%-410.9pp | 35.67%-26.0pp |
| Employer contribution / active EE | $3,918 | $3,717+5.4% | $4,932-20.6% | $2,757+42.1% |
| Participant deferral / active EE | $3,881 | $6,652-41.7% | $8,065-51.9% | $4,300-9.8% |
| Admin fee / account holder | $3,355 | $7,953-57.8% | $12,993-74.2% | $6,925-51.5% |