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 | $45,270 | $65,034-30.4% | $90,970-50.2% | $79,856-43.3% |
| Participation rate | 94.7% | 61.6%+33.1pp | 69.0%+25.7pp | 69.6%+25.1pp |
| Annual return | 4.89% | 30.45%-25.6pp | 134.60%-129.7pp | 31.71%-26.8pp |
| Employer contribution / active EE | $530 | $1,247-57.5% | $2,122-75.0% | $2,471-78.6% |
| Participant deferral / active EE | $1,870 | $2,512-25.6% | $3,373-44.6% | $3,741-50.0% |
| Admin fee / account holder | $6,667 | $4,536+47.0% | $5,961+11.8% | $5,306+25.6% |