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 | $35,088 | $59,440-41.0% | $70,160-50.0% | $75,177-53.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.57% | 18.53%-7.0pp | 19.08%-7.5pp | 160.75%-149.2pp |
| Employer contribution / active EE | $1,091 | $3,307-67.0% | $4,285-74.5% | $2,671-59.2% |
| Participant deferral / active EE | $1,834 | $3,653-49.8% | $5,394-66.0% | $4,126-55.5% |
| Admin fee / account holder | $5,732 | $4,401+30.3% | $4,582+25.1% | $5,651+1.4% |