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 | $27,220 | $62,672-56.6% | $185,117-85.3% | $70,126-61.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 7.24% | 40.79%-33.5pp | 40.50%-33.3pp | 73.15%-65.9pp |
| Employer contribution / active EE | $2,274 | $1,753+29.7% | $4,182-45.6% | $2,343-2.9% |
| Participant deferral / active EE | $2,937 | $3,272-10.2% | $5,045-41.8% | $3,332-11.9% |
| Admin fee / account holder | $1,041 | $3,932-73.5% | $8,159-87.2% | $4,645-77.6% |