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 | $39,797 | $48,011-17.1% | $63,803-37.6% | $82,637-51.8% |
| Participation rate | 72.4% | 66.6%+5.8pp | 72.7%-0.3pp | 68.1%+4.4pp |
| Annual return | 11.01% | 19.84%-8.8pp | 543.72%-532.7pp | 53.51%-42.5pp |
| Employer contribution / active EE | $1,451 | $1,904-23.8% | $2,532-42.7% | $2,552-43.2% |
| Participant deferral / active EE | $3,640 | $2,846+27.9% | $3,843-5.3% | $4,126-11.8% |
| Admin fee / account holder | $3,770 | $3,873-2.7% | $5,196-27.5% | $7,339-48.6% |