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 | $54,769 | $71,230-23.1% | $93,727-41.6% | $80,959-32.3% |
| Participation rate | 94.1% | 60.4%+33.7pp | 68.7%+25.4pp | 67.7%+26.4pp |
| Annual return | 6.74% | 11.26%-4.5pp | 133.83%-127.1pp | 35.67%-28.9pp |
| Employer contribution / active EE | $598 | $1,565-61.8% | $2,421-75.3% | $2,757-78.3% |
| Participant deferral / active EE | $2,241 | $4,037-44.5% | $4,417-49.3% | $4,300-47.9% |
| Admin fee / account holder | $3,996 | $6,961-42.6% | $8,292-51.8% | $6,925-42.3% |