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 | $86,438 | $48,284+79.0% | $67,524+28.0% | $80,911+6.8% |
| Participation rate | 85.7% | 66.4%+19.3pp | 72.9%+12.8pp | 67.6%+18.1pp |
| Annual return | 4.09% | 18.27%-14.2pp | 3519.41%-3515.3pp | 35.63%-31.5pp |
| Employer contribution / active EE | $1,114 | $2,021-44.9% | $2,734-59.3% | $2,756-59.6% |
| Participant deferral / active EE | $1,826 | $2,927-37.6% | $4,001-54.4% | $4,297-57.5% |
| Admin fee / account holder | $2,534 | $3,688-31.3% | $4,001-36.7% | $6,935-63.5% |