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 | $43,583 | $55,713-21.8% | $75,894-42.6% | $72,983-40.3% |
| Participation rate | 80.3% | 61.1%+19.2pp | 69.3%+11.0pp | 69.5%+10.8pp |
| Annual return | 3.10% | 27.60%-24.5pp | 30.76%-27.7pp | 81.01%-77.9pp |
| Employer contribution / active EE | $1,009 | $1,687-40.2% | $2,501-59.6% | $2,440-58.6% |
| Participant deferral / active EE | $3,509 | $2,634+33.2% | $3,603-2.6% | $3,608-2.7% |
| Admin fee / account holder | $14,429 | $3,980+262.5% | $5,420+166.2% | $5,124+181.6% |