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 | $35,014 | $67,894-48.4% | $89,340-60.8% | $82,448-57.5% |
| Participation rate | 93.2% | 64.0%+29.2pp | 69.6%+23.7pp | 68.1%+25.2pp |
| Annual return | 10.99% | 19.21%-8.2pp | 20.57%-9.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,090 | $1,828+14.3% | $2,231-6.3% | $2,551-18.1% |
| Participant deferral / active EE | $2,565 | $3,072-16.5% | $3,823-32.9% | $4,139-38.0% |
| Admin fee / account holder | $9,501 | $5,723+66.0% | $6,704+41.7% | $7,234+31.3% |