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 | $43,083 | $86,298-50.1% | $111,308-61.3% | $85,847-49.8% |
| Participation rate | 83.3% | 73.3%+10.0pp | 77.3%+6.0pp | 69.3%+14.0pp |
| Annual return | 10.52% | 19.99%-9.5pp | 54.67%-44.1pp | 318.61%-308.1pp |
| Employer contribution / active EE | $955 | $2,044-53.3% | $2,732-65.0% | $2,565-62.8% |
| Participant deferral / active EE | $2,199 | $3,641-39.6% | $4,487-51.0% | $3,952-44.4% |
| Admin fee / account holder | $2,377 | $8,189-71.0% | $7,965-70.2% | $6,261-62.0% |