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 | $35,726 | $76,407-53.2% | $150,298-76.2% | $82,448-56.7% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 12.85% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,410 | $2,614-46.1% | $4,154-66.1% | $2,551-44.7% |
| Participant deferral / active EE | $1,930 | $3,214-40.0% | $5,453-64.6% | $4,139-53.4% |
| Admin fee / account holder | $3,015 | $6,352-52.5% | $14,116-78.6% | $7,234-58.3% |