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 | $63,923 | $121,677-47.5% | $104,625-38.9% | $158,966-59.8% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | 0.64% | 465.58%-464.9pp | 340.60%-340.0pp | 302.95%-302.3pp |
| Employer contribution / active EE | $227 | $3,165-92.8% | $2,681-91.6% | $4,762-95.2% |
| Participant deferral / active EE | $1,359 | $4,175-67.5% | $3,738-63.6% | $5,983-77.3% |
| Admin fee / account holder | $40,005 | $7,777+414.4% | $6,465+518.8% | $11,250+255.6% |