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 | $52,094 | $73,787-29.4% | $98,716-47.2% | $82,448-36.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 7.12% | 18.57%-11.4pp | 31.81%-24.7pp | 41.64%-34.5pp |
| Employer contribution / active EE | $2,778 | $1,511+83.8% | $2,279+21.9% | $2,551+8.9% |
| Participant deferral / active EE | $1,757 | $3,081-43.0% | $4,048-56.6% | $4,139-57.6% |
| Admin fee / account holder | $5,411 | $6,500-16.8% | $8,703-37.8% | $7,234-25.2% |