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 | $48,301 | $84,236-42.7% | $170,435-71.7% | $70,126-31.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.18% | 23.06%-12.9pp | 205.94%-195.8pp | 73.15%-63.0pp |
| Employer contribution / active EE | $5,421 | $3,387+60.0% | $5,432-0.2% | $2,343+131.4% |
| Participant deferral / active EE | $5,359 | $3,086+73.7% | $4,939+8.5% | $3,332+60.8% |
| Admin fee / account holder | $4,493 | $5,698-21.1% | $13,881-67.6% | $4,645-3.3% |