Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,285 | $148,623-77.6% | $135,974-75.5% | $139,466-76.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.69% | 79.30%-71.6pp | 68.30%-60.6pp | 373.66%-366.0pp |
| Employer contribution / active EE | $1,366 | $5,246-74.0% | $4,859-71.9% | $4,754-71.3% |
| Participant deferral / active EE | $6,492 | $8,103-19.9% | $7,760-16.3% | $6,712-3.3% |
| Admin fee / account holder | $44,034 | $12,406+255.0% | $10,767+309.0% | $11,409+286.0% |