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 | $15,342 | $72,071-78.7% | $68,368-77.6% | $137,256-88.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.92% | 353.14%-340.2pp | 292.57%-279.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,994 | $2,788-28.5% | $2,649-24.7% | $4,156-52.0% |
| Participant deferral / active EE | $2,700 | $4,410-38.8% | $4,123-34.5% | $6,407-57.9% |
| Admin fee / account holder | $4,477 | $5,336-16.1% | $5,150-13.1% | $12,270-63.5% |