Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $33,827 | $102,429-67.0% | $147,096-77.0% | $80,925-58.2% |
| Participation rate | 85.3% | 75.9%+9.4pp | 82.2%+3.1pp | 67.7%+17.6pp |
| Annual return | 10.57% | 135.02%-124.5pp | 419.75%-409.2pp | 35.65%-25.1pp |
| Employer contribution / active EE | $3,262 | $3,716-12.2% | $4,936-33.9% | $2,756+18.4% |
| Participant deferral / active EE | $6,019 | $6,649-9.5% | $8,071-25.4% | $4,299+40.0% |
| Admin fee / account holder | $5,293 | $7,957-33.5% | $13,005-59.3% | $6,940-23.7% |