Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,237 | $72,269-44.3% | $101,271-60.3% | $79,852-49.6% |
| Participation rate | 70.4% | 68.5%+1.9pp | 75.8%-5.4pp | 69.6%+0.7pp |
| Annual return | 6.80% | 22.29%-15.5pp | 46.48%-39.7pp | 31.72%-24.9pp |
| Employer contribution / active EE | $1,469 | $2,692-45.4% | $3,660-59.9% | $2,471-40.6% |
| Participant deferral / active EE | $3,329 | $3,282+1.4% | $4,371-23.8% | $3,740-11.0% |
| Admin fee / account holder | $1,787 | $4,401-59.4% | $5,948-70.0% | $5,306-66.3% |