Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $35,032 | $73,787-52.5% | $98,716-64.5% | $82,448-57.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 11.47% | 18.57%-7.1pp | 31.81%-20.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,645 | $1,511+8.8% | $2,279-27.8% | $2,551-35.5% |
| Participant deferral / active EE | $6,006 | $3,081+94.9% | $4,048+48.4% | $4,139+45.1% |
| Admin fee / account holder | $587 | $6,500-91.0% | $8,703-93.3% | $7,234-91.9% |