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 | $53,277 | $70,121-24.0% | $63,803-16.5% | $138,895-61.6% |
| Participation rate | 83.3% | 77.2%+6.1pp | 72.7%+10.6pp | 79.9%+3.4pp |
| Annual return | 8.47% | 946.48%-938.0pp | 543.72%-535.3pp | 145.39%-136.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,645 | $4,535-63.7% | $3,843-57.2% | $6,396-74.3% |
| Admin fee / account holder | $9,917 | $6,738+47.2% | $5,196+90.8% | $12,562-21.1% |