Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $49,016 | $111,814-56.2% | $103,378-52.6% | $145,978-66.4% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | 4.43% | 24.80%-20.4pp | 24.91%-20.5pp | 550.52%-546.1pp |
| Employer contribution / active EE | $2,837 | $4,215-32.7% | $3,870-26.7% | $4,662-39.2% |
| Participant deferral / active EE | $7,579 | $5,618+34.9% | $5,058+49.8% | $6,690+13.3% |
| Admin fee / account holder | $5,482 | $9,764-43.8% | $8,401-34.7% | $13,400-59.1% |