Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $32,333 | $88,778-63.6% | $81,844-60.5% | $145,884-77.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.41% | 1033.03%-1023.6pp | 778.87%-769.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $3,847 | $3,087+24.6% | $2,916+31.9% | $4,662-17.5% |
| Participant deferral / active EE | $1,040 | $4,648-77.6% | $4,323-75.9% | $6,690-84.5% |
| Admin fee / account holder | $784 | $8,430-90.7% | $7,355-89.3% | $13,392-94.1% |