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 | $50,369 | $110,379-54.4% | $102,412-50.8% | $145,884-65.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 8.00% | 24.84%-16.8pp | 24.94%-16.9pp | 551.85%-543.8pp |
| Employer contribution / active EE | $3,455 | $4,216-18.1% | $3,870-10.7% | $4,662-25.9% |
| Participant deferral / active EE | $4,240 | $5,622-24.6% | $5,060-16.2% | $6,690-36.6% |
| Admin fee / account holder | $6,497 | $9,745-33.3% | $8,388-22.5% | $13,392-51.5% |