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 | $54,166 | $78,423-30.9% | $95,964-43.6% | $79,856-32.2% |
| Participation rate | 77.8% | 73.5%+4.3pp | 77.1%+0.7pp | 69.6%+8.1pp |
| Annual return | 3.87% | 19.37%-15.5pp | 91.64%-87.8pp | 31.71%-27.8pp |
| Employer contribution / active EE | $1,577 | $1,945-18.9% | $2,541-37.9% | $2,471-36.2% |
| Participant deferral / active EE | $2,647 | $3,440-23.1% | $4,167-36.5% | $3,741-29.2% |
| Admin fee / account holder | $7,350 | $5,622+30.7% | $6,797+8.1% | $5,306+38.5% |