Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $44,754 | $57,590-22.3% | $86,233-48.1% | $82,448-45.7% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 13.24% | 22.41%-9.2pp | 61.39%-48.1pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,192 | $1,655-28.0% | $2,504-52.4% | $2,551-53.3% |
| Participant deferral / active EE | $4,654 | $3,080+51.1% | $4,559+2.1% | $4,139+12.4% |
| Admin fee / account holder | $3,247 | $4,730-31.3% | $8,342-61.1% | $7,234-55.1% |