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 | $43,573 | $88,672-50.9% | $105,223-58.6% | $82,448-47.2% |
| Participation rate | 74.2% | 67.9%+6.3pp | 75.0%-0.9pp | 68.1%+6.1pp |
| Annual return | 11.77% | 30.86%-19.1pp | 180.65%-168.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,061 | $3,048-32.4% | $3,689-44.1% | $2,551-19.2% |
| Participant deferral / active EE | $6,432 | $4,036+59.4% | $5,072+26.8% | $4,139+55.4% |
| Admin fee / account holder | $3,512 | $7,146-50.8% | $8,859-60.4% | $7,234-51.4% |