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 | $43,458 | $60,119-27.7% | $90,430-51.9% | $79,858-45.6% |
| Participation rate | 96.4% | 65.0%+31.5pp | 72.7%+23.7pp | 69.6%+26.8pp |
| Annual return | 5.00% | 71.94%-66.9pp | 1293.73%-1288.7pp | 31.72%-26.7pp |
| Employer contribution / active EE | $2,312 | $2,068+11.8% | $3,262-29.1% | $2,471-6.4% |
| Participant deferral / active EE | $2,645 | $2,938-10.0% | $3,963-33.3% | $3,740-29.3% |
| Admin fee / account holder | $720 | $3,976-81.9% | $5,613-87.2% | $5,306-86.4% |