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 | $56,247 | $77,638-27.6% | $156,551-64.1% | $62,881-10.5% |
| Participation rate | 96.4% | 71.2%+25.2pp | 84.0%+12.4pp | 69.3%+27.1pp |
| Annual return | 0.63% | 50.33%-49.7pp | 32.23%-31.6pp | 20.14%-19.5pp |
| Employer contribution / active EE | $2,650 | $3,444-23.0% | $5,501-51.8% | $2,281+16.2% |
| Participant deferral / active EE | $3,721 | $3,046+22.2% | $4,871-23.6% | $3,203+16.2% |
| Admin fee / account holder | $4,763 | $5,561-14.4% | $13,028-63.4% | $4,296+10.9% |