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 | $50,170 | $93,589-46.4% | $135,942-63.1% | $75,181-33.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.75% | 30.90%-18.2pp | 68.28%-55.5pp | 160.69%-147.9pp |
| Employer contribution / active EE | $4,601 | $3,537+30.1% | $4,858-5.3% | $2,671+72.3% |
| Participant deferral / active EE | $9,006 | $6,405+40.6% | $7,759+16.1% | $4,126+118.3% |
| Admin fee / account holder | $5,612 | $6,977-19.6% | $10,764-47.9% | $5,650-0.7% |