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 | $50,517 | $70,666-28.5% | $169,385-70.2% | $75,181-32.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 9.24% | 36.37%-27.1pp | 405.82%-396.6pp | 160.69%-151.4pp |
| Employer contribution / active EE | $3,062 | $2,210+38.5% | $4,012-23.7% | $2,671+14.7% |
| Participant deferral / active EE | $3,277 | $4,308-23.9% | $6,221-47.3% | $4,126-20.6% |
| Admin fee / account holder | $5,416 | $5,402+0.3% | $9,011-39.9% | $5,650-4.1% |