Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $61,012 | $91,037-33.0% | $71,671-14.9% | $147,586-58.7% |
| Participation rate | 87.5% | 76.1%+11.4pp | 68.7%+18.8pp | 82.8%+4.7pp |
| Annual return | 8.41% | 20.48%-12.1pp | 20.65%-12.2pp | 578.59%-570.2pp |
| Employer contribution / active EE | $5,561 | $3,327+67.1% | $2,460+126.1% | $4,876+14.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,013 | $8,613+62.7% | $5,558+152.1% | $10,886+28.7% |