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 | $25,972 | $106,008-75.5% | $92,240-71.8% | $147,586-82.4% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 7.38% | 50.05%-42.7pp | 176.29%-168.9pp | 578.59%-571.2pp |
| Employer contribution / active EE | $1,302 | $4,333-70.0% | $3,680-64.6% | $4,876-73.3% |
| Participant deferral / active EE | $1,302 | $4,478-70.9% | $3,897-66.6% | $5,439-76.1% |
| Admin fee / account holder | $15,821 | $6,333+149.8% | $5,194+204.6% | $10,886+45.3% |