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 | $27,649 | $103,392-73.3% | $87,104-68.3% | $152,897-81.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 3.56% | 28.10%-24.5pp | 28.19%-24.6pp | 345.43%-341.9pp |
| Employer contribution / active EE | $1,962 | $3,221-39.1% | $2,521-22.2% | $4,764-58.8% |
| Participant deferral / active EE | $2,350 | $4,778-50.8% | $4,048-42.0% | $5,851-59.8% |
| Admin fee / account holder | $4,870 | $12,194-60.1% | $7,491-35.0% | $11,599-58.0% |