Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,992 | $45,087-64.5% | $69,483-77.0% | $72,976-78.1% |
| Participation rate | 83.8% | 68.5%+15.3pp | 74.6%+9.2pp | 69.5%+14.3pp |
| Annual return | 0.30% | 22.67%-22.4pp | 28.99%-28.7pp | 81.02%-80.7pp |
| Employer contribution / active EE | $2,114 | $2,055+2.8% | $2,780-24.0% | $2,440-13.4% |
| Participant deferral / active EE | $1,515 | $2,603-41.8% | $3,537-57.2% | $3,608-58.0% |
| Admin fee / account holder | $4,387 | $3,057+43.5% | $3,841+14.2% | $5,124-14.4% |