Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $32,804 | $70,366-53.4% | $66,674-50.8% | $138,895-76.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 11.31% | 386.41%-375.1pp | 321.24%-309.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,740 | $2,765-37.1% | $2,620-33.6% | $4,194-58.5% |
| Participant deferral / active EE | $4,133 | $4,374-5.5% | $4,084+1.2% | $6,396-35.4% |
| Admin fee / account holder | $18,724 | $5,262+255.8% | $5,098+267.3% | $12,562+49.0% |