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 | $45,223 | $100,041-54.8% | $149,718-69.8% | $70,131-35.5% |
| Participation rate | 95.7% | 83.6%+12.1pp | 87.1%+8.6pp | 69.5%+26.1pp |
| Annual return | 7.67% | 27.43%-19.8pp | 1501.67%-1494.0pp | 73.14%-65.5pp |
| Employer contribution / active EE | $10,834 | $3,662+195.9% | $5,445+99.0% | $2,342+362.5% |
| Participant deferral / active EE | $2,643 | $4,983-47.0% | $6,569-59.8% | $3,332-20.7% |
| Admin fee / account holder | $16,353 | $8,286+97.4% | $11,283+44.9% | $4,645+252.0% |