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 | $13,070 | $88,815-85.3% | $81,882-84.0% | $145,897-91.0% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 5.59% | 1033.75%-1028.2pp | 779.47%-773.9pp | 552.29%-546.7pp |
| Employer contribution / active EE | $2,013 | $3,086-34.8% | $2,916-31.0% | $4,663-56.8% |
| Participant deferral / active EE | $2,848 | $4,647-38.7% | $4,323-34.1% | $6,689-57.4% |
| Admin fee / account holder | $717 | $8,434-91.5% | $7,360-90.3% | $13,390-94.6% |