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 | $37,623 | $114,119-67.0% | $107,187-64.9% | $138,895-72.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 7.96% | 273.21%-265.2pp | 204.55%-196.6pp | 145.39%-137.4pp |
| Employer contribution / active EE | $1,812 | $4,059-55.4% | $3,782-52.1% | $4,194-56.8% |
| Participant deferral / active EE | $3,127 | $5,538-43.5% | $5,096-38.6% | $6,396-51.1% |
| Admin fee / account holder | $32,470 | $10,024+223.9% | $9,162+254.4% | $12,562+158.5% |