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 | $56,341 | $61,125-7.8% | $94,057-40.1% | $87,485-35.6% |
| Participation rate | 71.4% | 64.1%+7.4pp | 73.3%-1.9pp | 68.9%+2.5pp |
| Annual return | 10.12% | 35.20%-25.1pp | 480.62%-470.5pp | 26.06%-15.9pp |
| Employer contribution / active EE | $1,329 | $2,136-37.8% | $2,933-54.7% | $2,596-48.8% |
| Participant deferral / active EE | $2,754 | $3,260-15.5% | $4,709-41.5% | $4,274-35.6% |
| Admin fee / account holder | $3,651 | $5,629-35.1% | $7,244-49.6% | $7,775-53.0% |