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 | $59,134 | $57,305+3.2% | $86,640-31.7% | $75,173-21.3% |
| Participation rate | 83.9% | 63.2%+20.7pp | 71.7%+12.2pp | 67.2%+16.7pp |
| Annual return | 10.32% | 2674.24%-2663.9pp | 592.52%-582.2pp | 160.72%-150.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,067 | $3,320-37.7% | $4,438-53.4% | $4,126-49.9% |
| Admin fee / account holder | $2,652 | $4,116-35.6% | $5,616-52.8% | $5,651-53.1% |