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 | $49,361 | $114,712-57.0% | $173,730-71.6% | $87,485-43.6% |
| Participation rate | 71.0% | 73.0%-2.0pp | 79.6%-8.6pp | 68.9%+2.0pp |
| Annual return | 2.34% | 20.18%-17.8pp | 19.96%-17.6pp | 26.06%-23.7pp |
| Employer contribution / active EE | $2,454 | $2,904-15.5% | $4,577-46.4% | $2,596-5.5% |
| Participant deferral / active EE | $5,982 | $4,642+28.9% | $6,326-5.4% | $4,274+40.0% |
| Admin fee / account holder | $7,398 | $10,210-27.5% | $17,523-57.8% | $7,775-4.8% |