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 | $17,187 | $76,407-77.5% | $150,298-88.6% | $82,448-79.2% |
| Participation rate | 82.8% | 66.4%+16.4pp | 77.8%+5.1pp | 68.1%+14.7pp |
| Annual return | 6.45% | 39.99%-33.5pp | 62.79%-56.3pp | 41.64%-35.2pp |
| Employer contribution / active EE | $580 | $2,614-77.8% | $4,154-86.0% | $2,551-77.3% |
| Participant deferral / active EE | $3,203 | $3,214-0.3% | $5,453-41.3% | $4,139-22.6% |
| Admin fee / account holder | $10,545 | $6,352+66.0% | $14,116-25.3% | $7,234+45.8% |