Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,136 | $124,425-66.9% | $112,040-63.3% | $137,256-70.0% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 5.93% | 24.72%-18.8pp | 24.52%-18.6pp | 220.34%-214.4pp |
| Employer contribution / active EE | $1,640 | $3,411-51.9% | $2,954-44.5% | $4,156-60.5% |
| Participant deferral / active EE | $4,262 | $5,718-25.5% | $5,098-16.4% | $6,407-33.5% |
| Admin fee / account holder | $53,601 | $15,207+252.5% | $12,098+343.1% | $12,270+336.8% |