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 | $52,241 | $81,276-35.7% | $155,574-66.4% | $80,925-35.4% |
| Participation rate | 85.4% | 66.2%+19.2pp | 78.2%+7.2pp | 67.7%+17.8pp |
| Annual return | 4.79% | 33.36%-28.6pp | 64.87%-60.1pp | 35.65%-30.9pp |
| Employer contribution / active EE | $2,696 | $3,103-13.1% | $4,676-42.3% | $2,756-2.2% |
| Participant deferral / active EE | $3,570 | $3,453+3.4% | $5,629-36.6% | $4,299-16.9% |
| Admin fee / account holder | $7,064 | $7,993-11.6% | $15,914-55.6% | $6,940+1.8% |