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 | $58,506 | $102,382-42.9% | $147,005-60.2% | $80,874-27.7% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.2%+2.7pp | 67.6%+17.2pp |
| Annual return | 11.47% | 134.89%-123.4pp | 418.76%-407.3pp | 35.62%-24.1pp |
| Employer contribution / active EE | $2,273 | $3,715-38.8% | $4,934-53.9% | $2,756-17.5% |
| Participant deferral / active EE | $5,374 | $6,646-19.1% | $8,070-33.4% | $4,297+25.1% |
| Admin fee / account holder | $21,125 | $7,942+166.0% | $13,006+62.4% | $6,935+204.6% |