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 | $43,614 | $102,595-57.5% | $94,057-53.6% | $154,746-71.8% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 8.43% | 583.42%-575.0pp | 480.62%-472.2pp | 172.34%-163.9pp |
| Employer contribution / active EE | $2,187 | $3,147-30.5% | $2,933-25.4% | $4,379-50.0% |
| Participant deferral / active EE | $1,895 | $5,118-63.0% | $4,709-59.8% | $6,730-71.8% |
| Admin fee / account holder | $25,169 | $7,736+225.3% | $7,244+247.4% | $14,365+75.2% |