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 | $79,190 | $85,766-7.7% | $136,298-41.9% | $70,126+12.9% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 13.31% | 31.46%-18.1pp | 5156.27%-5143.0pp | 73.15%-59.8pp |
| Employer contribution / active EE | $3,200 | $2,966+7.9% | $4,696-31.9% | $2,343+36.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $957 | $5,421-82.3% | $9,244-89.6% | $4,645-79.4% |