Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,464 | $118,488-57.4% | $98,462-48.7% | $139,487-63.8% |
| Participation rate | 88.9% | 77.5%+11.4pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 5.28% | 18.96%-13.7pp | 21.17%-15.9pp | 373.84%-368.6pp |
| Employer contribution / active EE | $8,485 | $3,611+135.0% | $3,049+178.3% | $4,755+78.5% |
| Participant deferral / active EE | $3,011 | $5,393-44.2% | $4,738-36.5% | $6,713-55.1% |
| Admin fee / account holder | $5,744 | $13,868-58.6% | $8,875-35.3% | $11,407-49.6% |