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 | $45,812 | $125,190-63.4% | $105,624-56.6% | $145,897-68.6% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 5.85% | 225.22%-219.4pp | 116.20%-110.4pp | 552.29%-546.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,531 | $5,716-38.2% | $5,013-29.6% | $6,689-47.2% |
| Admin fee / account holder | $34,957 | $17,138+104.0% | $10,961+218.9% | $13,390+161.1% |