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 | $45,499 | $56,544-19.5% | $75,501-39.7% | $70,126-35.1% |
| Participation rate | 80.4% | 68.1%+12.3pp | 72.4%+8.0pp | 69.5%+10.9pp |
| Annual return | 11.39% | 23.59%-12.2pp | 27.35%-16.0pp | 73.15%-61.8pp |
| Employer contribution / active EE | $1,439 | $1,817-20.8% | $2,352-38.8% | $2,343-38.6% |
| Participant deferral / active EE | $3,148 | $2,580+22.0% | $3,142+0.2% | $3,332-5.5% |
| Admin fee / account holder | $1,923 | $3,827-49.8% | $5,801-66.9% | $4,645-58.6% |