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 | $44,332 | $107,666-58.8% | $102,184-56.6% | $154,746-71.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 9.65% | 29.33%-19.7pp | 31.58%-21.9pp | 172.34%-162.7pp |
| Employer contribution / active EE | $3,406 | $3,846-11.4% | $3,594-5.2% | $4,379-22.2% |
| Participant deferral / active EE | $6,639 | $8,719-23.9% | $8,309-20.1% | $6,730-1.4% |
| Admin fee / account holder | $14,678 | $12,943+13.4% | $11,609+26.4% | $14,365+2.2% |