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 | $58,911 | $102,385-42.5% | $147,080-59.9% | $80,935-27.2% |
| Participation rate | 71.8% | 75.9%-4.1pp | 82.2%-10.4pp | 67.7%+4.1pp |
| Annual return | 11.11% | 135.09%-124.0pp | 420.17%-409.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $2,400 | $3,717-35.4% | $4,933-51.3% | $2,757-12.9% |
| Participant deferral / active EE | $4,365 | $6,651-34.4% | $8,066-45.9% | $4,299+1.5% |
| Admin fee / account holder | $1,343 | $7,951-83.1% | $12,989-89.7% | $6,924-80.6% |