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 | $22,045 | $160,040-86.2% | $147,096-85.0% | $145,877-84.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 4.45% | 98.49%-94.0pp | 419.75%-415.3pp | 551.28%-546.8pp |
| Employer contribution / active EE | $3,816 | $5,289-27.9% | $4,936-22.7% | $4,663-18.2% |
| Participant deferral / active EE | $4,525 | $8,429-46.3% | $8,071-43.9% | $6,691-32.4% |
| Admin fee / account holder | $50,834 | $15,050+237.8% | $13,005+290.9% | $13,402+279.3% |