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 | $52,107 | $102,422-49.1% | $147,117-64.6% | $80,959-35.6% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 9.51% | 135.16%-125.6pp | 420.54%-411.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $2,297 | $3,717-38.2% | $4,932-53.4% | $2,757-16.7% |
| Participant deferral / active EE | $4,519 | $6,652-32.1% | $8,065-44.0% | $4,300+5.1% |
| Admin fee / account holder | $5,186 | $7,953-34.8% | $12,993-60.1% | $6,925-25.1% |