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 | $51,891 | $107,368-51.7% | $92,915-44.2% | $152,909-66.1% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.5%-6.0pp |
| Annual return | 4.27% | 145.64%-141.4pp | 109.45%-105.2pp | 345.46%-341.2pp |
| Employer contribution / active EE | $2,374 | $4,222-43.8% | $3,653-35.0% | $4,764-50.2% |
| Participant deferral / active EE | $3,150 | $4,848-35.0% | $4,238-25.7% | $5,851-46.2% |
| Admin fee / account holder | $838 | $7,082-88.2% | $5,796-85.5% | $11,601-92.8% |