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 | $43,939 | $77,638-43.4% | $156,551-71.9% | $62,881-30.1% |
| Participation rate | 81.2% | 71.2%+10.0pp | 84.0%-2.9pp | 69.3%+11.9pp |
| Annual return | 0.57% | 50.33%-49.8pp | 32.23%-31.7pp | 20.14%-19.6pp |
| Employer contribution / active EE | $917 | $3,444-73.4% | $5,501-83.3% | $2,281-59.8% |
| Participant deferral / active EE | $2,343 | $3,046-23.1% | $4,871-51.9% | $3,203-26.9% |
| Admin fee / account holder | $1,911 | $5,561-65.6% | $13,028-85.3% | $4,296-55.5% |