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 | $55,185 | $84,236-34.5% | $170,435-67.6% | $70,126-21.3% |
| Participation rate | 98.1% | 70.8%+27.3pp | 83.6%+14.5pp | 69.5%+28.6pp |
| Annual return | 12.14% | 23.06%-10.9pp | 205.94%-193.8pp | 73.15%-61.0pp |
| Employer contribution / active EE | $1,496 | $3,387-55.8% | $5,432-72.5% | $2,343-36.1% |
| Participant deferral / active EE | $3,238 | $3,086+4.9% | $4,939-34.5% | $3,332-2.8% |
| Admin fee / account holder | $8,964 | $5,698+57.3% | $13,881-35.4% | $4,645+93.0% |