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 | $44,924 | $58,714-23.5% | $142,874-68.6% | $85,856-47.7% |
| Participation rate | 89.4% | 58.5%+30.9pp | 72.0%+17.4pp | 69.3%+20.0pp |
| Annual return | 8.57% | 27.73%-19.2pp | 5638.58%-5630.0pp | 318.58%-310.0pp |
| Employer contribution / active EE | $852 | $1,423-40.1% | $4,145-79.4% | $2,565-66.8% |
| Participant deferral / active EE | $3,855 | $2,608+47.8% | $3,838+0.4% | $3,952-2.5% |
| Admin fee / account holder | $1,572 | $4,241-62.9% | $6,561-76.0% | $6,261-74.9% |