Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,279 | $100,938-60.1% | $90,461-55.5% | $158,982-74.7% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.6pp | 82.0%+11.4pp |
| Annual return | 1.80% | 1727.20%-1725.4pp | 1294.76%-1293.0pp | 302.99%-301.2pp |
| Employer contribution / active EE | $667 | $3,691-81.9% | $3,264-79.6% | $4,763-86.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,341 | $6,510-64.0% | $5,617-58.3% | $11,252-79.2% |