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 | $49,586 | $76,551-35.2% | $123,894-60.0% | $62,881-21.1% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 4.12% | 18.68%-14.6pp | 47.52%-43.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $2,335 | $2,882-19.0% | $4,617-49.4% | $2,281+2.4% |
| Participant deferral / active EE | $5,905 | $4,840+22.0% | $5,984-1.3% | $3,203+84.3% |
| Admin fee / account holder | $3,682 | $4,826-23.7% | $8,357-55.9% | $4,296-14.3% |