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 | $41,882 | $89,364-53.1% | $141,177-70.3% | $72,983-42.6% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 3.00% | 111.86%-108.9pp | 71.40%-68.4pp | 81.01%-78.0pp |
| Employer contribution / active EE | $1,766 | $3,115-43.3% | $4,736-62.7% | $2,440-27.6% |
| Participant deferral / active EE | $3,663 | $5,419-32.4% | $6,710-45.4% | $3,608+1.5% |
| Admin fee / account holder | $1,327 | $5,959-77.7% | $10,263-87.1% | $5,124-74.1% |