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 | $50,077 | $217,427-77.0% | $185,837-73.1% | $167,518-70.1% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 3.49% | 148.39%-144.9pp | 122.08%-118.6pp | 478.71%-475.2pp |
| Employer contribution / active EE | $5,698 | $5,874-3.0% | $5,168+10.2% | $4,838+17.8% |
| Participant deferral / active EE | $3,216 | $6,357-49.4% | $5,568-42.2% | $6,342-49.3% |
| Admin fee / account holder | $245,636 | $19,816+1139.6% | $16,241+1412.4% | $12,312+1895.0% |