Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,117 | $175,259-86.2% | $149,723-83.9% | $139,487-82.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.80% | 166.82%-159.0pp | 134.50%-126.7pp | 373.84%-366.0pp |
| Employer contribution / active EE | $1,738 | $5,478-68.3% | $4,821-64.0% | $4,755-63.5% |
| Participant deferral / active EE | $6,487 | $6,522-0.5% | $5,682+14.2% | $6,713-3.4% |
| Admin fee / account holder | $1,877 | $16,158-88.4% | $13,215-85.8% | $11,407-83.5% |