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 | $30,181 | $55,889-46.0% | $76,119-60.3% | $80,935-62.7% |
| Participation rate | 98.0% | 62.1%+36.0pp | 69.1%+29.0pp | 67.7%+30.4pp |
| Annual return | 9.68% | 20.58%-10.9pp | 361.25%-351.6pp | 35.66%-26.0pp |
| Employer contribution / active EE | $3,321 | $1,866+78.0% | $2,693+23.3% | $2,757+20.5% |
| Participant deferral / active EE | $3,583 | $3,051+17.4% | $4,259-15.9% | $4,299-16.7% |
| Admin fee / account holder | $2,779 | $5,241-47.0% | $6,421-56.7% | $6,924-59.9% |