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 | $102,429-45.7% | $147,096-62.2% | $80,925-31.3% |
| Participation rate | 98.9% | 75.9%+23.0pp | 82.2%+16.7pp | 67.7%+31.2pp |
| Annual return | 9.64% | 135.02%-125.4pp | 419.75%-410.1pp | 35.65%-26.0pp |
| Employer contribution / active EE | $3,918 | $3,716+5.4% | $4,936-20.6% | $2,756+42.1% |
| Participant deferral / active EE | $3,881 | $6,649-41.6% | $8,071-51.9% | $4,299-9.7% |
| Admin fee / account holder | $3,355 | $7,957-57.8% | $13,005-74.2% | $6,940-51.7% |