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 | $35,294 | $153,311-77.0% | $109,313-67.7% | $273,972-87.1% |
| Participation rate | 92.3% | 80.1%+12.2pp | 71.3%+21.0pp | 83.0%+9.3pp |
| Annual return | 0.56% | 29.86%-29.3pp | 22.07%-21.5pp | 41.46%-40.9pp |
| Employer contribution / active EE | $1,345 | $5,619-76.1% | $3,892-65.4% | $4,869-72.4% |
| Participant deferral / active EE | $2,420 | $3,932-38.5% | $3,166-23.6% | $5,287-54.2% |
| Admin fee / account holder | $307 | $8,076-96.2% | $5,666-94.6% | $10,133-97.0% |