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 | $32,403 | $100,203-67.7% | $85,240-62.0% | $145,897-77.8% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 7.92% | 84.28%-76.4pp | 66.75%-58.8pp | 552.29%-544.4pp |
| Employer contribution / active EE | $1,486 | $3,242-54.2% | $2,735-45.7% | $4,663-68.1% |
| Participant deferral / active EE | $1,486 | $5,299-71.9% | $4,527-67.2% | $6,689-77.8% |
| Admin fee / account holder | $416,189 | $7,265+5628.7% | $6,165+6651.1% | $13,390+3008.1% |