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 | $48,224 | $51,642-6.6% | $129,384-62.7% | $80,935-40.4% |
| Participation rate | 75.6% | 56.9%+18.7pp | 69.6%+6.0pp | 67.7%+7.9pp |
| Annual return | 11.02% | 20.78%-9.8pp | 9461.77%-9450.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $2,074 | $1,583+31.0% | $4,153-50.1% | $2,757-24.8% |
| Participant deferral / active EE | $3,695 | $2,670+38.4% | $4,166-11.3% | $4,299-14.0% |
| Admin fee / account holder | $5,559 | $4,312+28.9% | $7,686-27.7% | $6,924-19.7% |