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 | $45,920 | $185,312-75.2% | $161,489-71.6% | $154,746-70.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.09% | 103.84%-95.7pp | 89.72%-81.6pp | 172.34%-164.2pp |
| Employer contribution / active EE | $3,732 | $4,769-21.7% | $4,268-12.6% | $4,379-14.8% |
| Participant deferral / active EE | $4,626 | $6,350-27.2% | $5,630-17.8% | $6,730-31.3% |
| Admin fee / account holder | $3,325 | $18,654-82.2% | $16,006-79.2% | $14,365-76.9% |