Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,408 | $91,179-46.9% | $178,499-72.9% | $79,852-39.4% |
| Participation rate | 82.1% | 69.2%+12.9pp | 81.9%+0.2pp | 69.6%+12.5pp |
| Annual return | 1.61% | 24.19%-22.6pp | 151.10%-149.5pp | 31.72%-30.1pp |
| Employer contribution / active EE | $1,671 | $3,256-48.7% | $5,011-66.7% | $2,471-32.4% |
| Participant deferral / active EE | $3,014 | $3,236-6.8% | $5,202-42.1% | $3,740-19.4% |
| Admin fee / account holder | $3,521 | $6,749-47.8% | $13,986-74.8% | $5,306-33.6% |