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 | $39,749 | $77,419-48.7% | $69,461-42.8% | $152,885-74.0% |
| Participation rate | 93.8% | 78.1%+15.6pp | 74.6%+19.1pp | 82.5%+11.3pp |
| Annual return | 4.91% | 39.07%-34.2pp | 28.97%-24.1pp | 345.39%-340.5pp |
| Employer contribution / active EE | $1,572 | $3,315-52.6% | $2,779-43.4% | $4,763-67.0% |
| Participant deferral / active EE | $2,374 | $4,414-46.2% | $3,536-32.9% | $5,851-59.4% |
| Admin fee / account holder | $3,734 | $6,207-39.8% | $3,840-2.7% | $11,598-67.8% |