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 | $34,993 | $76,407-54.2% | $150,298-76.7% | $82,448-57.6% |
| Participation rate | 76.9% | 66.4%+10.5pp | 77.8%-0.8pp | 68.1%+8.9pp |
| Annual return | 10.95% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,313 | $2,614-49.8% | $4,154-68.4% | $2,551-48.5% |
| Participant deferral / active EE | $3,224 | $3,214+0.3% | $5,453-40.9% | $4,139-22.1% |
| Admin fee / account holder | $7,692 | $6,352+21.1% | $14,116-45.5% | $7,234+6.3% |