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 | $50,616 | $73,421-31.1% | $66,439-23.8% | $155,188-67.4% |
| Participation rate | 72.2% | 79.7%-7.5pp | 74.5%-2.3pp | 80.8%-8.6pp |
| Annual return | 6.47% | 1382.37%-1375.9pp | 757.66%-751.2pp | 148.84%-142.4pp |
| Employer contribution / active EE | $777 | $3,039-74.4% | $2,637-70.5% | $4,248-81.7% |
| Participant deferral / active EE | $2,821 | $4,680-39.7% | $3,876-27.2% | $6,531-56.8% |
| Admin fee / account holder | $8,562 | $8,856-3.3% | $6,173+38.7% | $14,480-40.9% |