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 | $74,270 | $102,393-27.5% | $147,041-49.5% | $80,911-8.2% |
| Participation rate | 95.7% | 75.9%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 9.11% | 134.95%-125.8pp | 419.21%-410.1pp | 35.63%-26.5pp |
| Employer contribution / active EE | $900 | $3,715-75.8% | $4,935-81.8% | $2,756-67.3% |
| Participant deferral / active EE | $2,963 | $6,647-55.4% | $8,071-63.3% | $4,297-31.1% |
| Admin fee / account holder | $2,009 | $7,943-74.7% | $13,006-84.6% | $6,935-71.0% |