Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,791 | $65,555-56.1% | $86,216-66.6% | $75,173-61.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 12.01% | 46.07%-34.1pp | 1169.42%-1157.4pp | 160.72%-148.7pp |
| Employer contribution / active EE | $1,816 | $1,553+16.9% | $2,382-23.7% | $2,671-32.0% |
| Participant deferral / active EE | $4,213 | $3,023+39.4% | $3,986+5.7% | $4,126+2.1% |
| Admin fee / account holder | $6,587 | $5,469+20.4% | $6,853-3.9% | $5,651+16.6% |