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 | $40,706 | $58,726-30.7% | $142,898-71.5% | $85,851-52.6% |
| Participation rate | 95.5% | 58.5%+37.0pp | 72.0%+23.5pp | 69.3%+26.1pp |
| Annual return | 1.90% | 27.73%-25.8pp | 5639.64%-5637.7pp | 318.63%-316.7pp |
| Employer contribution / active EE | $385 | $1,424-73.0% | $4,146-90.7% | $2,565-85.0% |
| Participant deferral / active EE | $3,779 | $2,609+44.8% | $3,838-1.6% | $3,952-4.4% |
| Admin fee / account holder | $408 | $4,234-90.4% | $6,560-93.8% | $6,261-93.5% |