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 | $27,893 | $77,920-64.2% | $149,723-81.4% | $75,177-62.9% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 12.78% | 31.72%-18.9pp | 134.50%-121.7pp | 160.75%-148.0pp |
| Employer contribution / active EE | $1,199 | $3,138-61.8% | $4,821-75.1% | $2,671-55.1% |
| Participant deferral / active EE | $3,481 | $3,411+2.0% | $5,682-38.7% | $4,126-15.6% |
| Admin fee / account holder | $479 | $5,951-91.9% | $13,215-96.4% | $5,651-91.5% |