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 | $44,325 | $85,766-48.3% | $136,298-67.5% | $70,126-36.8% |
| Participation rate | 87.3% | 74.2%+13.1pp | 81.9%+5.4pp | 69.5%+17.7pp |
| Annual return | 14.03% | 31.46%-17.4pp | 5156.27%-5142.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $2,299 | $2,966-22.5% | $4,696-51.0% | $2,343-1.9% |
| Participant deferral / active EE | $2,569 | $5,051-49.1% | $6,247-58.9% | $3,332-22.9% |
| Admin fee / account holder | $8,036 | $5,421+48.3% | $9,244-13.1% | $4,645+73.0% |