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 | $29,667+27.7% | $56,441-32.9% | $80,874-53.2% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 7.33% | 35.22%-27.9pp | 1704.21%-1696.9pp | 35.62%-28.3pp |
| Employer contribution / active EE | $3,907 | $669+483.6% | $1,039+276.0% | $2,756+41.8% |
| Participant deferral / active EE | $3,471 | $1,227+183.0% | $1,953+77.7% | $4,297-19.2% |
| Admin fee / account holder | $1,631 | $2,429-32.9% | $2,829-42.4% | $6,935-76.5% |