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 | $45,213 | $85,766-47.3% | $136,297-66.8% | $70,124-35.5% |
| Participation rate | 87.3% | 74.2%+13.2pp | 81.9%+5.4pp | 69.5%+17.8pp |
| Annual return | 13.65% | 31.45%-17.8pp | 5156.19%-5142.5pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,613 | $2,966-45.6% | $4,696-65.6% | $2,342-31.1% |
| Participant deferral / active EE | $3,001 | $5,051-40.6% | $6,247-52.0% | $3,332-9.9% |
| Admin fee / account holder | $405 | $5,420-92.5% | $9,244-95.6% | $4,645-91.3% |