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 | $45,251 | $114,712-60.6% | $173,730-74.0% | $87,485-48.3% |
| Participation rate | 92.9% | 73.0%+19.9pp | 79.6%+13.3pp | 68.9%+23.9pp |
| Annual return | 11.87% | 20.18%-8.3pp | 19.96%-8.1pp | 26.06%-14.2pp |
| Employer contribution / active EE | $3,797 | $2,904+30.8% | $4,577-17.0% | $2,596+46.3% |
| Participant deferral / active EE | $9,127 | $4,642+96.6% | $6,326+44.3% | $4,274+113.6% |
| Admin fee / account holder | $6,218 | $10,210-39.1% | $17,523-64.5% | $7,775-20.0% |