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 | $49,655 | $78,423-36.7% | $95,964-48.3% | $79,856-37.8% |
| Participation rate | 84.9% | 73.5%+11.4pp | 77.1%+7.8pp | 69.6%+15.2pp |
| Annual return | 6.87% | 19.37%-12.5pp | 91.64%-84.8pp | 31.71%-24.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,073 | $3,440-39.8% | $4,167-50.3% | $3,741-44.6% |
| Admin fee / account holder | $8,878 | $5,622+57.9% | $6,797+30.6% | $5,306+67.3% |