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 | $47,657 | $125,797-62.1% | $170,043-72.0% | $75,173-36.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 11.67% | 27.20%-15.5pp | 53.40%-41.7pp | 160.72%-149.1pp |
| Employer contribution / active EE | $2,780 | $4,616-39.8% | $6,790-59.1% | $2,671+4.1% |
| Participant deferral / active EE | $3,087 | $6,838-54.9% | $10,410-70.3% | $4,126-25.2% |
| Admin fee / account holder | $7,041 | $8,177-13.9% | $12,824-45.1% | $5,651+24.6% |