Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $45,335 | $117,895-61.5% | $102,460-55.8% | $145,897-68.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 5.32% | 31.92%-26.6pp | 29.47%-24.2pp | 552.29%-547.0pp |
| Employer contribution / active EE | $1,246 | $3,619-65.6% | $3,025-58.8% | $4,663-73.3% |
| Participant deferral / active EE | $10,131 | $5,736+76.6% | $5,056+100.4% | $6,689+51.5% |
| Admin fee / account holder | $708 | $13,353-94.7% | $9,460-92.5% | $13,390-94.7% |