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 | $44,680 | $105,210-57.5% | $159,487-72.0% | $85,851-48.0% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 11.12% | 45.08%-34.0pp | 263.71%-252.6pp | 318.63%-307.5pp |
| Employer contribution / active EE | $2,893 | $3,319-12.9% | $4,831-40.1% | $2,565+12.8% |
| Participant deferral / active EE | $4,607 | $5,946-22.5% | $7,354-37.3% | $3,952+16.6% |
| Admin fee / account holder | $655 | $6,934-90.5% | $10,804-93.9% | $6,261-89.5% |