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 | $51,370 | $180,749-71.6% | $160,784-68.1% | $137,256-62.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 4.98% | 2234.46%-2229.5pp | 1803.92%-1798.9pp | 220.34%-215.4pp |
| Employer contribution / active EE | $2,591 | $4,155-37.6% | $3,733-30.6% | $4,156-37.7% |
| Participant deferral / active EE | $4,942 | $6,844-27.8% | $6,293-21.5% | $6,407-22.9% |
| Admin fee / account holder | $41,254 | $10,397+296.8% | $9,717+324.6% | $12,270+236.2% |