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 | $42,264 | $51,207-17.5% | $70,565-40.1% | $75,177-43.8% |
| Participation rate | 90.5% | 61.0%+29.5pp | 68.4%+22.1pp | 67.2%+23.3pp |
| Annual return | 8.04% | 30.05%-22.0pp | 32.79%-24.8pp | 160.75%-152.7pp |
| Employer contribution / active EE | $1,438 | $1,826-21.3% | $2,976-51.7% | $2,671-46.2% |
| Participant deferral / active EE | $3,111 | $2,850+9.1% | $4,568-31.9% | $4,126-24.6% |
| Admin fee / account holder | $7,426 | $4,097+81.2% | $6,430+15.5% | $5,651+31.4% |