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 | $47,769 | $63,365-24.6% | $91,994-48.1% | $72,976-34.5% |
| Participation rate | 84.6% | 72.5%+12.1pp | 78.6%+6.0pp | 69.5%+15.1pp |
| Annual return | 4.55% | 35.35%-30.8pp | 69.04%-64.5pp | 81.02%-76.5pp |
| Employer contribution / active EE | $1,842 | $2,116-12.9% | $3,453-46.6% | $2,440-24.5% |
| Participant deferral / active EE | $2,788 | $4,883-42.9% | $5,924-52.9% | $3,608-22.7% |
| Admin fee / account holder | $12,472 | $4,670+167.1% | $7,744+61.1% | $5,124+143.4% |