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 | $23,088 | $65,685-64.9% | $57,181-59.6% | $273,968-91.6% |
| Participation rate | 88.9% | 78.3%+10.5pp | 75.3%+13.5pp | 83.0%+5.9pp |
| Annual return | -0.54% | 21.99%-22.5pp | 14.59%-15.1pp | 41.45%-42.0pp |
| Employer contribution / active EE | $4,135 | $3,279+26.1% | $2,682+54.1% | $4,869-15.1% |
| Participant deferral / active EE | $805 | $3,781-78.7% | $3,096-74.0% | $5,287-84.8% |
| Admin fee / account holder | $1,333 | $4,835-72.4% | $3,139-57.5% | $10,132-86.8% |