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 | $36,260 | $81,276-55.4% | $155,574-76.7% | $80,925-55.2% |
| Participation rate | 91.9% | 66.2%+25.6pp | 78.2%+13.6pp | 67.7%+24.2pp |
| Annual return | 5.26% | 33.36%-28.1pp | 64.87%-59.6pp | 35.65%-30.4pp |
| Employer contribution / active EE | $1,641 | $3,103-47.1% | $4,676-64.9% | $2,756-40.4% |
| Participant deferral / active EE | $2,502 | $3,453-27.5% | $5,629-55.6% | $4,299-41.8% |
| Admin fee / account holder | $717 | $7,993-91.0% | $15,914-95.5% | $6,940-89.7% |