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 | $48,650 | $58,391-16.7% | $76,667-36.5% | $72,976-33.3% |
| Participation rate | 92.0% | 67.4%+24.6pp | 72.1%+19.9pp | 69.5%+22.5pp |
| Annual return | 14.95% | 2306.65%-2291.7pp | 1166.74%-1151.8pp | 81.02%-66.1pp |
| Employer contribution / active EE | $3,712 | $1,787+107.8% | $2,303+61.2% | $2,440+52.1% |
| Participant deferral / active EE | $4,064 | $2,690+51.1% | $3,336+21.8% | $3,608+12.6% |
| Admin fee / account holder | $23,356 | $4,014+481.8% | $6,423+263.6% | $5,124+355.8% |