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 | $35,025 | $73,787-52.5% | $98,716-64.5% | $82,448-57.5% |
| Participation rate | 89.1% | 61.4%+27.7pp | 69.3%+19.8pp | 68.1%+21.0pp |
| Annual return | 10.15% | 18.57%-8.4pp | 31.81%-21.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $727 | $1,511-51.9% | $2,279-68.1% | $2,551-71.5% |
| Participant deferral / active EE | $2,294 | $3,081-25.5% | $4,048-43.3% | $4,139-44.6% |
| Admin fee / account holder | $8,085 | $6,500+24.4% | $8,703-7.1% | $7,234+11.8% |