Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,135 | $45,082+22.3% | $69,464-20.6% | $72,975-24.4% |
| Participation rate | 77.8% | 68.5%+9.3pp | 74.6%+3.2pp | 69.5%+8.3pp |
| Annual return | 4.61% | 22.66%-18.0pp | 28.98%-24.4pp | 81.01%-76.4pp |
| Employer contribution / active EE | $1,287 | $2,055-37.4% | $2,779-53.7% | $2,440-47.3% |
| Participant deferral / active EE | $4,398 | $2,604+68.9% | $3,536+24.4% | $3,608+21.9% |
| Admin fee / account holder | $18,429 | $3,057+502.8% | $3,840+379.9% | $5,124+259.7% |