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 | $51,615 | $211,288-75.6% | $178,540-71.1% | $145,884-64.6% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 2.36% | 30.27%-27.9pp | 27.15%-24.8pp | 551.85%-549.5pp |
| Employer contribution / active EE | $1,410 | $4,574-69.2% | $3,953-64.3% | $4,662-69.8% |
| Participant deferral / active EE | $2,895 | $6,967-58.4% | $6,281-53.9% | $6,690-56.7% |
| Admin fee / account holder | $13,716 | $12,105+13.3% | $10,424+31.6% | $13,392+2.4% |