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 | $47,785 | $124,425-61.6% | $112,040-57.4% | $137,256-65.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 7.82% | 24.72%-16.9pp | 24.52%-16.7pp | 220.34%-212.5pp |
| Employer contribution / active EE | $2,611 | $3,411-23.5% | $2,954-11.6% | $4,156-37.2% |
| Participant deferral / active EE | $2,867 | $5,718-49.9% | $5,098-43.8% | $6,407-55.2% |
| Admin fee / account holder | $10,704 | $15,207-29.6% | $12,098-11.5% | $12,270-12.8% |