Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,878 | $29,733+27.4% | $56,025-32.4% | $80,959-53.2% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 7.33% | 35.28%-28.0pp | 1712.69%-1705.4pp | 35.67%-28.3pp |
| Employer contribution / active EE | $3,907 | $672+481.6% | $1,042+275.1% | $2,757+41.7% |
| Participant deferral / active EE | $3,471 | $1,229+182.3% | $1,955+77.6% | $4,300-19.3% |
| Admin fee / account holder | $1,631 | $2,434-33.0% | $2,828-42.3% | $6,925-76.5% |