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 | $35,207 | $29,319+20.1% | $52,425-32.8% | $82,448-57.3% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 14.00% | 535.20%-521.2pp | 302.12%-288.1pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,987 | $586+409.3% | $914+226.7% | $2,551+17.1% |
| Participant deferral / active EE | $1,464 | $1,171+25.0% | $1,790-18.2% | $4,139-64.6% |
| Admin fee / account holder | $11,445 | $1,962+483.3% | $2,495+358.7% | $7,234+58.2% |