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 | $26,338 | $104,709-74.8% | $85,705-69.3% | $167,553-84.3% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 7.51% | 21.45%-13.9pp | 21.49%-14.0pp | 478.89%-471.4pp |
| Employer contribution / active EE | $1,273 | $3,338-61.9% | $2,619-51.4% | $4,840-73.7% |
| Participant deferral / active EE | $5,005 | $4,827+3.7% | $3,924+27.6% | $6,343-21.1% |
| Admin fee / account holder | $2,555 | $10,036-74.5% | $6,877-62.8% | $12,316-79.3% |