Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,399 | $63,346-25.2% | $92,240-48.6% | $70,126-32.4% |
| Participation rate | 80.7% | 68.7%+12.1pp | 76.5%+4.2pp | 69.5%+11.2pp |
| Annual return | 10.30% | 530.19%-519.9pp | 176.29%-166.0pp | 73.15%-62.8pp |
| Employer contribution / active EE | $7,493 | $2,471+203.2% | $3,680+103.6% | $2,343+219.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,141 | $3,841+33.9% | $5,194-1.0% | $4,645+10.7% |