Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,838 | $100,970-55.6% | $96,576-53.6% | $137,256-67.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.61% | 38.16%-25.6pp | 38.47%-25.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,995 | $3,809-21.4% | $3,553-15.7% | $4,156-27.9% |
| Participant deferral / active EE | $5,570 | $8,286-32.8% | $7,956-30.0% | $6,407-13.1% |
| Admin fee / account holder | $7,412 | $11,312-34.5% | $11,381-34.9% | $12,270-39.6% |