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 | $23,403 | $160,040-85.4% | $147,096-84.1% | $145,877-84.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 2.55% | 98.49%-95.9pp | 419.75%-417.2pp | 551.28%-548.7pp |
| Employer contribution / active EE | $1,467 | $5,289-72.3% | $4,936-70.3% | $4,663-68.5% |
| Participant deferral / active EE | $2,935 | $8,429-65.2% | $8,071-63.6% | $6,691-56.1% |
| Admin fee / account holder | $2,490 | $15,050-83.5% | $13,005-80.9% | $13,402-81.4% |