Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,970 | $93,345-32.5% | $119,126-47.1% | $87,485-28.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 6.44% | 19.08%-12.6pp | 282.11%-275.7pp | 26.06%-19.6pp |
| Employer contribution / active EE | $5,556 | $3,172+75.2% | $4,034+37.7% | $2,596+114.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $108,743 | $8,039+1252.8% | $10,693+916.9% | $7,775+1298.7% |