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 | $50,020 | $94,031-46.8% | $115,768-56.8% | $82,448-39.3% |
| Participation rate | 89.1% | 70.4%+18.7pp | 74.4%+14.7pp | 68.1%+21.0pp |
| Annual return | 8.78% | 20.61%-11.8pp | 100.46%-91.7pp | 41.64%-32.9pp |
| Employer contribution / active EE | $1,364 | $2,323-41.3% | $2,940-53.6% | $2,551-46.5% |
| Participant deferral / active EE | $2,763 | $3,972-30.4% | $4,917-43.8% | $4,139-33.3% |
| Admin fee / account holder | $26,807 | $10,249+161.5% | $12,439+115.5% | $7,234+270.6% |