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 | $48,447 | $77,449-37.4% | $69,483-30.3% | $152,909-68.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.6%+14.3pp | 82.5%+6.4pp |
| Annual return | 3.53% | 39.09%-35.6pp | 28.99%-25.5pp | 345.46%-341.9pp |
| Employer contribution / active EE | $6,520 | $3,316+96.6% | $2,780+134.6% | $4,764+36.9% |
| Participant deferral / active EE | $2,529 | $4,415-42.7% | $3,537-28.5% | $5,851-56.8% |
| Admin fee / account holder | $2,245 | $6,210-63.8% | $3,841-41.5% | $11,601-80.6% |