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 | $50,697 | $64,348-21.2% | $90,162-43.8% | $70,131-27.7% |
| Participation rate | 94.5% | 70.4%+24.1pp | 76.9%+17.6pp | 69.5%+25.0pp |
| Annual return | 10.54% | 28.13%-17.6pp | 34.88%-24.3pp | 73.14%-62.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,322 | $4,389-47.1% | $5,287-56.1% | $3,332-30.3% |
| Admin fee / account holder | $2,468 | $3,944-37.4% | $5,943-58.5% | $4,645-46.9% |