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 | $58,679 | $58,234+0.8% | $81,783-28.3% | $80,874-27.4% |
| Participation rate | 98.5% | 63.4%+35.1pp | 72.4%+26.2pp | 67.6%+30.9pp |
| Annual return | 10.05% | 41.70%-31.7pp | 775.05%-765.0pp | 35.62%-25.6pp |
| Employer contribution / active EE | $4,477 | $2,341+91.2% | $2,913+53.7% | $2,756+62.5% |
| Participant deferral / active EE | $2,026 | $3,283-38.3% | $4,320-53.1% | $4,297-52.8% |
| Admin fee / account holder | $2,218 | $4,982-55.5% | $7,380-69.9% | $6,935-68.0% |