Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,282 | $95,415-75.6% | $185,851-87.5% | $85,851-72.9% |
| Participation rate | 97.3% | 68.8%+28.5pp | 81.7%+15.6pp | 69.3%+28.0pp |
| Annual return | 11.25% | 23.59%-12.3pp | 122.11%-110.9pp | 318.63%-307.4pp |
| Employer contribution / active EE | $801 | $3,314-75.8% | $5,168-84.5% | $2,565-68.8% |
| Participant deferral / active EE | $1,663 | $3,424-51.4% | $5,569-70.1% | $3,952-57.9% |
| Admin fee / account holder | $676 | $7,215-90.6% | $16,245-95.8% | $6,261-89.2% |