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 | $52,424 | $71,197-26.4% | $93,669-44.0% | $80,925-35.2% |
| Participation rate | 89.7% | 60.4%+29.3pp | 68.7%+20.9pp | 67.7%+22.0pp |
| Annual return | 9.93% | 11.27%-1.3pp | 133.59%-123.7pp | 35.65%-25.7pp |
| Employer contribution / active EE | $771 | $1,565-50.7% | $2,424-68.2% | $2,756-72.0% |
| Participant deferral / active EE | $3,949 | $4,036-2.1% | $4,416-10.6% | $4,299-8.1% |
| Admin fee / account holder | $15,257 | $6,959+119.2% | $8,291+84.0% | $6,940+119.8% |