Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $42,524 | $98,766-56.9% | $149,730-71.6% | $79,852-46.7% |
| Participation rate | 75.4% | 75.8%-0.4pp | 82.5%-7.1pp | 69.6%+5.8pp |
| Annual return | 10.81% | 27.43%-16.6pp | 276.70%-265.9pp | 31.72%-20.9pp |
| Employer contribution / active EE | $2,099 | $3,217-34.8% | $4,645-54.8% | $2,471-15.1% |
| Participant deferral / active EE | $5,517 | $5,681-2.9% | $6,843-19.4% | $3,740+47.5% |
| Admin fee / account holder | $6,716 | $6,052+11.0% | $9,310-27.9% | $5,306+26.6% |