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 | $48,027 | $103,038-53.4% | $90,324-46.8% | $152,909-68.6% |
| Participation rate | 84.2% | 75.9%+8.3pp | 73.3%+10.9pp | 82.5%+1.8pp |
| Annual return | 2.90% | 95.25%-92.4pp | 78.15%-75.3pp | 345.46%-342.6pp |
| Employer contribution / active EE | $3,010 | $3,141-4.2% | $2,856+5.4% | $4,764-36.8% |
| Participant deferral / active EE | $6,576 | $4,282+53.6% | $3,885+69.2% | $5,851+12.4% |
| Admin fee / account holder | $12,820 | $6,177+107.5% | $5,356+139.4% | $11,601+10.5% |