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 | $51,120 | $59,467-14.0% | $93,727-45.5% | $74,478-31.4% |
| Participation rate | 70.6% | 59.6%+11.0pp | 68.7%+1.9pp | 67.2%+3.4pp |
| Annual return | 10.43% | 82.14%-71.7pp | 133.83%-123.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $1,482 | $1,267+17.0% | $2,421-38.8% | $2,626-43.6% |
| Participant deferral / active EE | $3,190 | $3,052+4.5% | $4,417-27.8% | $4,350-26.7% |
| Admin fee / account holder | $12,693 | $3,028+319.1% | $8,292+53.1% | $1,946+552.3% |