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 | $39,939 | $57,305-30.3% | $86,640-53.9% | $75,173-46.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.75% | 2674.24%-2661.5pp | 592.52%-579.8pp | 160.72%-148.0pp |
| Employer contribution / active EE | $3,082 | $2,316+33.1% | $3,024+1.9% | $2,671+15.4% |
| Participant deferral / active EE | $1,975 | $3,320-40.5% | $4,438-55.5% | $4,126-52.1% |
| Admin fee / account holder | $5,557 | $4,116+35.0% | $5,616-1.1% | $5,651-1.7% |