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 | $26,117 | $57,312-54.4% | $86,617-69.8% | $75,181-65.3% |
| Participation rate | 95.8% | 63.2%+32.6pp | 71.7%+24.1pp | 67.2%+28.6pp |
| Annual return | 12.16% | 2672.78%-2660.6pp | 591.91%-579.7pp | 160.69%-148.5pp |
| Employer contribution / active EE | $2,380 | $2,315+2.8% | $3,023-21.3% | $2,671-10.9% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $4,437-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,361 | $4,114-18.3% | $5,613-40.1% | $5,650-40.5% |