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 | $6,458 | $72,071-91.0% | $68,368-90.6% | $137,256-95.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 4.02% | 353.14%-349.1pp | 292.57%-288.6pp | 220.34%-216.3pp |
| Employer contribution / active EE | $1,821 | $2,788-34.7% | $2,649-31.3% | $4,156-56.2% |
| Participant deferral / active EE | $2,650 | $4,410-39.9% | $4,123-35.7% | $6,407-58.6% |
| Admin fee / account holder | $17,696 | $5,336+231.7% | $5,150+243.6% | $12,270+44.2% |