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 | $48,362 | $29,670+63.0% | $56,054-13.7% | $80,911-40.2% |
| Participation rate | 97.5% | 41.7%+55.8pp | 52.5%+45.0pp | 67.6%+29.9pp |
| Annual return | 3.63% | 35.24%-31.6pp | 1705.95%-1702.3pp | 35.63%-32.0pp |
| Employer contribution / active EE | $1,875 | $670+180.0% | $1,039+80.5% | $2,756-32.0% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,952-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,426 | $2,431-41.3% | $2,822-49.5% | $6,935-79.4% |