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 | $57,402 | $28,624+100.5% | $53,647+7.0% | $82,637-30.5% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 11.99% | 664.98%-653.0pp | 358.33%-346.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $3,281 | $637+415.4% | $962+241.1% | $2,552+28.6% |
| Participant deferral / active EE | $3,647 | $1,196+204.9% | $1,813+101.1% | $4,126-11.6% |
| Admin fee / account holder | $4,334 | $2,022+114.4% | $2,460+76.2% | $7,339-40.9% |