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 | $58,579 | $28,624+104.7% | $53,647+9.2% | $82,637-29.1% |
| Participation rate | 78.8% | 47.3%+31.5pp | 56.3%+22.5pp | 68.1%+10.7pp |
| Annual return | 13.92% | 664.98%-651.1pp | 358.33%-344.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,575 | $637+147.3% | $962+63.7% | $2,552-38.3% |
| Participant deferral / active EE | $3,141 | $1,196+162.6% | $1,813+73.2% | $4,126-23.9% |
| Admin fee / account holder | $1,485 | $2,022-26.5% | $2,460-39.6% | $7,339-79.8% |