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 | $56,735 | $106,280-46.6% | $96,538-41.2% | $139,487-59.3% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.1pp |
| Annual return | 7.95% | 38.48%-30.5pp | 35.74%-27.8pp | 373.84%-365.9pp |
| Employer contribution / active EE | $1,184 | $4,107-71.2% | $3,740-68.3% | $4,755-75.1% |
| Participant deferral / active EE | $3,049 | $5,457-44.1% | $4,880-37.5% | $6,713-54.6% |
| Admin fee / account holder | $431 | $7,888-94.5% | $6,737-93.6% | $11,407-96.2% |