Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,666 | $105,856-55.9% | $90,161-48.2% | $147,586-68.4% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 6.31% | 37.63%-31.3pp | 34.89%-28.6pp | 578.59%-572.3pp |
| Employer contribution / active EE | $1,943 | $4,126-52.9% | $3,318-41.4% | $4,876-60.2% |
| Participant deferral / active EE | $5,114 | $5,733-10.8% | $5,287-3.3% | $5,439-6.0% |
| Admin fee / account holder | $56,664 | $8,046+604.3% | $5,943+853.4% | $10,886+420.5% |