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 | $49,652 | $81,262-38.9% | $155,602-68.1% | $80,911-38.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.74% | 33.34%-23.6pp | 64.81%-55.1pp | 35.63%-25.9pp |
| Employer contribution / active EE | $3,379 | $3,102+8.9% | $4,675-27.7% | $2,756+22.6% |
| Participant deferral / active EE | $4,038 | $3,451+17.0% | $5,629-28.3% | $4,297-6.0% |
| Admin fee / account holder | $2,288 | $7,992-71.4% | $15,923-85.6% | $6,935-67.0% |