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 | $43,953 | $56,894-22.7% | $84,753-48.1% | $62,881-30.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.50% | 6.30%-3.8pp | 22.78%-20.3pp | 20.14%-17.6pp |
| Employer contribution / active EE | $4,410 | $2,400+83.8% | $3,574+23.4% | $2,281+93.3% |
| Participant deferral / active EE | $1,935 | $2,709-28.6% | $3,712-47.9% | $3,203-39.6% |
| Admin fee / account holder | $12,965 | $3,581+262.1% | $5,333+143.1% | $4,296+201.8% |