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 | $50,510 | $81,476-38.0% | $102,383-50.7% | $80,925-37.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.35% | 25.59%-15.2pp | 24.94%-14.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $3,806 | $3,105+22.6% | $3,870-1.7% | $2,756+38.1% |
| Participant deferral / active EE | $1,813 | $3,871-53.2% | $5,060-64.2% | $4,299-57.8% |
| Admin fee / account holder | $8,061 | $6,717+20.0% | $8,391-3.9% | $6,940+16.2% |