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 | $53,724 | $69,977-23.2% | $108,582-50.5% | $62,881-14.6% |
| Participation rate | 96.7% | 72.9%+23.8pp | 79.6%+17.1pp | 69.3%+27.4pp |
| Annual return | 4.52% | 10.73%-6.2pp | -51.70%+56.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,840 | $2,135-13.8% | $3,758-51.0% | $2,281-19.3% |
| Participant deferral / active EE | $2,952 | $3,165-6.7% | $4,311-31.5% | $3,203-7.8% |
| Admin fee / account holder | $10,267 | $5,076+102.2% | $7,645+34.3% | $4,296+139.0% |