Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,833 | $85,171-73.2% | $172,753-86.8% | $72,976-68.7% |
| Participation rate | 84.8% | 70.1%+14.8pp | 82.6%+2.2pp | 69.5%+15.4pp |
| Annual return | 15.89% | 27.32%-11.4pp | 803.00%-787.1pp | 81.02%-65.1pp |
| Employer contribution / active EE | $1,127 | $3,324-66.1% | $5,144-78.1% | $2,440-53.8% |
| Participant deferral / active EE | $1,219 | $3,260-62.6% | $5,198-76.5% | $3,608-66.2% |
| Admin fee / account holder | $6,311 | $5,880+7.3% | $13,956-54.8% | $5,124+23.2% |