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 | $27,884 | $106,267-73.8% | $96,520-71.1% | $139,456-80.0% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 9.79% | 38.45%-28.7pp | 35.72%-25.9pp | 373.45%-363.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,948 | $5,454-64.3% | $4,879-60.1% | $6,711-71.0% |
| Admin fee / account holder | $25,118 | $7,882+218.7% | $6,733+273.1% | $11,407+120.2% |