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 | $35,297 | $72,071-51.0% | $68,368-48.4% | $137,256-74.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 12.34% | 353.14%-340.8pp | 292.57%-280.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,297 | $2,788-17.6% | $2,649-13.3% | $4,156-44.7% |
| Participant deferral / active EE | $9,416 | $4,410+113.5% | $4,123+128.4% | $6,407+47.0% |
| Admin fee / account holder | $14,685 | $5,336+175.2% | $5,150+185.2% | $12,270+19.7% |