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 | $30,746 | $84,236-63.5% | $170,435-82.0% | $70,126-56.2% |
| Participation rate | 90.2% | 70.8%+19.4pp | 83.6%+6.6pp | 69.5%+20.7pp |
| Annual return | 9.36% | 23.06%-13.7pp | 205.94%-196.6pp | 73.15%-63.8pp |
| Employer contribution / active EE | $1,928 | $3,387-43.1% | $5,432-64.5% | $2,343-17.7% |
| Participant deferral / active EE | $2,377 | $3,086-23.0% | $4,939-51.9% | $3,332-28.7% |
| Admin fee / account holder | $5,158 | $5,698-9.5% | $13,881-62.8% | $4,645+11.0% |