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 | $47,336 | $54,763-13.6% | $90,324-47.6% | $72,976-35.1% |
| Participation rate | 75.0% | 65.2%+9.8pp | 73.3%+1.7pp | 69.5%+5.5pp |
| Annual return | 15.83% | 30.63%-14.8pp | 78.15%-62.3pp | 81.02%-65.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,432 | $2,887+88.1% | $3,885+39.8% | $3,608+50.6% |
| Admin fee / account holder | $1,237 | $3,973-68.9% | $5,356-76.9% | $5,124-75.9% |