Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,043 | $75,541-40.4% | $152,093-70.4% | $82,637-45.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.04% | 32.56%-20.5pp | 66.36%-54.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $2,321 | $2,622-11.5% | $4,175-44.4% | $2,552-9.1% |
| Participant deferral / active EE | $6,937 | $3,206+116.4% | $5,451+27.3% | $4,126+68.1% |
| Admin fee / account holder | $5,647 | $6,405-11.8% | $14,497-61.0% | $7,339-23.1% |