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 | $47,790 | $63,082-24.2% | $81,726-41.5% | $79,856-40.2% |
| Participation rate | 79.2% | 67.5%+11.7pp | 72.0%+7.2pp | 69.6%+9.6pp |
| Annual return | 1.83% | 22.66%-20.8pp | 29.49%-27.7pp | 31.71%-29.9pp |
| Employer contribution / active EE | $793 | $1,795-55.8% | $4,311-81.6% | $2,471-67.9% |
| Participant deferral / active EE | $2,594 | $2,780-6.7% | $7,108-63.5% | $3,741-30.7% |
| Admin fee / account holder | $3,193 | $4,428-27.9% | $5,160-38.1% | $5,306-39.8% |