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 | $58,649 | $79,184-25.9% | $102,438-42.7% | $74,546-21.3% |
| Participation rate | 79.5% | 74.8%+4.7pp | 76.5%+3.0pp | 67.2%+12.3pp |
| Annual return | 8.71% | 54.95%-46.2pp | 29.37%-20.7pp | 1366.03%-1357.3pp |
| Employer contribution / active EE | $1,632 | $2,362-30.9% | $3,024-46.0% | $2,624-37.8% |
| Participant deferral / active EE | $3,382 | $4,414-23.4% | $5,054-33.1% | $4,347-22.2% |
| Admin fee / account holder | $16,527 | $2,001+725.8% | $9,448+74.9% | $1,944+750.3% |