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 | $44,469 | $45,087-1.4% | $69,483-36.0% | $72,976-39.1% |
| Participation rate | 85.5% | 68.5%+17.0pp | 74.6%+10.9pp | 69.5%+16.0pp |
| Annual return | 3.71% | 22.67%-19.0pp | 28.99%-25.3pp | 81.02%-77.3pp |
| Employer contribution / active EE | $11,217 | $2,055+445.8% | $2,780+303.5% | $2,440+359.7% |
| Participant deferral / active EE | $3,059 | $2,603+17.5% | $3,537-13.5% | $3,608-15.2% |
| Admin fee / account holder | $4,836 | $3,057+58.2% | $3,841+25.9% | $5,124-5.6% |