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 | $15,930 | $51,638-69.1% | $68,368-76.7% | $82,448-80.7% |
| Participation rate | 74.1% | 63.6%+10.5pp | 73.8%+0.3pp | 68.1%+6.0pp |
| Annual return | 12.33% | 37.53%-25.2pp | 292.57%-280.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,656 | $2,047-19.1% | $2,649-37.5% | $2,551-35.1% |
| Participant deferral / active EE | $2,583 | $2,914-11.4% | $4,123-37.4% | $4,139-37.6% |
| Admin fee / account holder | $989 | $4,643-78.7% | $5,150-80.8% | $7,234-86.3% |