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 | $92,882 | $85,060+9.2% | $70,548+31.7% | $139,456-33.4% |
| Participation rate | 94.4% | 73.9%+20.5pp | 68.3%+26.1pp | 80.3%+14.1pp |
| Annual return | 6.79% | 30.38%-23.6pp | 32.78%-26.0pp | 373.45%-366.7pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,955 | $5,890-32.9% | $4,567-13.4% | $6,711-41.1% |
| Admin fee / account holder | $40,387 | $8,925+352.5% | $6,424+528.7% | $11,407+254.1% |