Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,857 | $115,810-83.7% | $101,271-81.4% | $158,966-88.1% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 1.93% | 56.15%-54.2pp | 46.48%-44.5pp | 302.95%-301.0pp |
| Employer contribution / active EE | $1,098 | $4,175-73.7% | $3,660-70.0% | $4,762-76.9% |
| Participant deferral / active EE | $5,704 | $4,958+15.0% | $4,371+30.5% | $5,983-4.7% |
| Admin fee / account holder | $1,070 | $7,248-85.2% | $5,948-82.0% | $11,250-90.5% |