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 | $50,926 | $89,259-42.9% | $107,187-52.5% | $82,637-38.4% |
| Participation rate | 87.5% | 67.9%+19.6pp | 75.0%+12.5pp | 68.1%+19.4pp |
| Annual return | 12.28% | 21.02%-8.7pp | 204.55%-192.3pp | 53.51%-41.2pp |
| Employer contribution / active EE | $4,227 | $3,080+37.2% | $3,782+11.7% | $2,552+65.6% |
| Participant deferral / active EE | $1,836 | $4,037-54.5% | $5,096-64.0% | $4,126-55.5% |
| Admin fee / account holder | $3,413 | $7,381-53.8% | $9,162-62.7% | $7,339-53.5% |