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 | $53,700 | $85,766-37.4% | $136,298-60.6% | $70,126-23.4% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 13.80% | 31.46%-17.7pp | 5156.27%-5142.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $950 | $2,966-68.0% | $4,696-79.8% | $2,343-59.5% |
| Participant deferral / active EE | $2,316 | $5,051-54.1% | $6,247-62.9% | $3,332-30.5% |
| Admin fee / account holder | $1,824 | $5,421-66.3% | $9,244-80.3% | $4,645-60.7% |