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 | $54,450 | $85,171-36.1% | $172,752-68.5% | $72,975-25.4% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 3.17% | 27.32%-24.2pp | 802.97%-799.8pp | 81.01%-77.8pp |
| Employer contribution / active EE | $1,504 | $3,324-54.7% | $5,144-70.8% | $2,440-38.3% |
| Participant deferral / active EE | $2,280 | $3,260-30.1% | $5,198-56.1% | $3,608-36.8% |
| Admin fee / account holder | $4,669 | $5,880-20.6% | $13,955-66.5% | $5,124-8.9% |