Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,437 | $88,754-90.5% | $81,820-89.7% | $145,877-94.2% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 8.73% | 1031.77%-1023.0pp | 777.93%-769.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,811 | $3,085-41.3% | $2,915-37.9% | $4,663-61.2% |
| Participant deferral / active EE | $2,565 | $4,648-44.8% | $4,323-40.7% | $6,691-61.7% |
| Admin fee / account holder | $514 | $8,424-93.9% | $7,391-93.0% | $13,402-96.2% |