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 | $41,913 | $47,848-12.4% | $81,473-48.6% | $70,126-40.2% |
| Participation rate | 96.4% | 58.3%+38.1pp | 68.0%+28.4pp | 69.5%+26.8pp |
| Annual return | 10.38% | 27.25%-16.9pp | 38.78%-28.4pp | 73.15%-62.8pp |
| Employer contribution / active EE | $2,471 | $1,527+61.8% | $2,568-3.8% | $2,343+5.5% |
| Participant deferral / active EE | $1,328 | $2,453-45.9% | $3,537-62.5% | $3,332-60.1% |
| Admin fee / account holder | $1,178 | $3,145-62.5% | $4,561-74.2% | $4,645-74.6% |