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 | $24,397 | $118,875-79.5% | $96,572-74.7% | $167,553-85.4% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 2.06% | 50.50%-48.4pp | 37.79%-35.7pp | 478.89%-476.8pp |
| Employer contribution / active EE | $1,511 | $3,121-51.6% | $2,357-35.9% | $4,840-68.8% |
| Participant deferral / active EE | $5,319 | $4,617+15.2% | $3,850+38.2% | $6,343-16.1% |
| Admin fee / account holder | $10,471 | $8,070+29.8% | $6,183+69.3% | $12,316-15.0% |