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 | $50,730 | $106,247-52.3% | $96,515-47.4% | $139,466-63.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 4.77% | 38.47%-33.7pp | 35.73%-31.0pp | 373.66%-368.9pp |
| Employer contribution / active EE | $2,134 | $4,106-48.0% | $3,740-42.9% | $4,754-55.1% |
| Participant deferral / active EE | $5,634 | $5,456+3.3% | $4,880+15.5% | $6,712-16.1% |
| Admin fee / account holder | $79,833 | $7,885+912.5% | $6,735+1085.3% | $11,409+599.8% |