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 | $49,463 | $81,476-39.3% | $102,383-51.7% | $80,925-38.9% |
| Participation rate | 72.8% | 66.8%+6.0pp | 74.5%-1.7pp | 67.7%+5.2pp |
| Annual return | 9.10% | 25.59%-16.5pp | 24.94%-15.8pp | 35.65%-26.5pp |
| Employer contribution / active EE | $1,011 | $3,105-67.4% | $3,870-73.9% | $2,756-63.3% |
| Participant deferral / active EE | $2,645 | $3,871-31.7% | $5,060-47.7% | $4,299-38.5% |
| Admin fee / account holder | $1,513 | $6,717-77.5% | $8,391-82.0% | $6,940-78.2% |