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 | $51,985 | $100,895-48.5% | $90,430-42.5% | $158,950-67.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 2.23% | 1725.54%-1723.3pp | 1293.73%-1291.5pp | 302.91%-300.7pp |
| Employer contribution / active EE | $2,273 | $3,689-38.4% | $3,262-30.3% | $4,762-52.3% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $461 | $6,505-92.9% | $5,613-91.8% | $11,248-95.9% |