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 | $64,087 | $58,391+9.8% | $76,667-16.4% | $72,976-12.2% |
| Participation rate | 84.2% | 67.4%+16.8pp | 72.1%+12.1pp | 69.5%+14.7pp |
| Annual return | 7.00% | 2306.65%-2299.6pp | 1166.74%-1159.7pp | 81.02%-74.0pp |
| Employer contribution / active EE | $1,479 | $1,787-17.2% | $2,303-35.8% | $2,440-39.4% |
| Participant deferral / active EE | $3,526 | $2,690+31.0% | $3,336+5.7% | $3,608-2.3% |
| Admin fee / account holder | $3,207 | $4,014-20.1% | $6,423-50.1% | $5,124-37.4% |