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 | $45,988 | $78,015-41.1% | $178,505-74.2% | $80,959-43.2% |
| Participation rate | 91.1% | 65.7%+25.4pp | 77.1%+14.0pp | 67.7%+23.4pp |
| Annual return | 9.42% | 18.10%-8.7pp | 27.16%-17.7pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,362 | $2,281-40.3% | $3,955-65.6% | $2,757-50.6% |
| Participant deferral / active EE | $5,756 | $4,406+30.6% | $6,280-8.4% | $4,300+33.8% |
| Admin fee / account holder | $2,885 | $7,160-59.7% | $10,428-72.3% | $6,925-58.3% |