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 | $32,667 | $85,766-61.9% | $136,297-76.0% | $70,124-53.4% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 14.10% | 31.45%-17.4pp | 5156.19%-5142.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $803 | $2,966-72.9% | $4,696-82.9% | $2,342-65.7% |
| Participant deferral / active EE | $3,756 | $5,051-25.6% | $6,247-39.9% | $3,332+12.7% |
| Admin fee / account holder | $502 | $5,420-90.7% | $9,244-94.6% | $4,645-89.2% |