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 | $46,688 | $73,107-36.1% | $114,563-59.2% | $87,485-46.6% |
| Participation rate | 97.3% | 65.8%+31.5pp | 72.9%+24.4pp | 68.9%+28.4pp |
| Annual return | 12.34% | 19.47%-7.1pp | 241.09%-228.8pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,207 | $1,881-35.8% | $2,592-53.4% | $2,596-53.5% |
| Participant deferral / active EE | $1,796 | $3,144-42.9% | $4,142-56.6% | $4,274-58.0% |
| Admin fee / account holder | $11,810 | $5,770+104.7% | $7,623+54.9% | $7,775+51.9% |