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 | $48,952 | $64,462-24.1% | $81,482-39.9% | $80,911-39.5% |
| Participation rate | 76.4% | 63.9%+12.5pp | 69.5%+6.9pp | 67.6%+8.7pp |
| Annual return | 9.36% | 16.35%-7.0pp | 24.79%-15.4pp | 35.63%-26.3pp |
| Employer contribution / active EE | $1,258 | $1,979-36.4% | $2,463-48.9% | $2,756-54.3% |
| Participant deferral / active EE | $2,562 | $3,094-17.2% | $3,885-34.0% | $4,297-40.4% |
| Admin fee / account holder | $9,189 | $5,678+61.8% | $5,761+59.5% | $6,935+32.5% |