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 | $49,524 | $181,896-72.8% | $156,551-68.4% | $273,972-81.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 2.33% | 30.74%-28.4pp | 32.23%-29.9pp | 41.46%-39.1pp |
| Employer contribution / active EE | $2,347 | $6,248-62.4% | $5,501-57.3% | $4,869-51.8% |
| Participant deferral / active EE | $7,987 | $5,550+43.9% | $4,871+64.0% | $5,287+51.1% |
| Admin fee / account holder | $1,414 | $15,560-90.9% | $13,028-89.1% | $10,133-86.0% |