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 | $53,755 | $103,038-47.8% | $90,324-40.5% | $152,909-64.8% |
| Participation rate | 95.8% | 75.9%+20.0pp | 73.3%+22.6pp | 82.5%+13.4pp |
| Annual return | 4.61% | 95.25%-90.6pp | 78.15%-73.5pp | 345.46%-340.9pp |
| Employer contribution / active EE | $1,169 | $3,141-62.8% | $2,856-59.0% | $4,764-75.5% |
| Participant deferral / active EE | $2,188 | $4,282-48.9% | $3,885-43.7% | $5,851-62.6% |
| Admin fee / account holder | $9,465 | $6,177+53.2% | $5,356+76.7% | $11,601-18.4% |