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 | $84,610 | $48,011+76.2% | $63,803+32.6% | $82,637+2.4% |
| Participation rate | 83.7% | 66.6%+17.1pp | 72.7%+11.0pp | 68.1%+15.6pp |
| Annual return | 10.77% | 19.84%-9.1pp | 543.72%-533.0pp | 53.51%-42.7pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,601 | $2,846+96.8% | $3,843+45.7% | $4,126+35.7% |
| Admin fee / account holder | $1,683 | $3,873-56.5% | $5,196-67.6% | $7,339-77.1% |