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 | $31,875 | $102,422-68.9% | $147,117-78.3% | $80,959-60.6% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 7.60% | 135.16%-127.6pp | 420.54%-412.9pp | 35.67%-28.1pp |
| Employer contribution / active EE | $2,586 | $3,717-30.4% | $4,932-47.6% | $2,757-6.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,979 | $7,953-62.5% | $12,993-77.1% | $6,925-57.0% |