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 | $77,814-55.0% | $158,223-77.9% | $86,983-59.8% |
| Participation rate | 76.9% | 68.4%+8.5pp | 79.2%-2.3pp | 69.5%+7.4pp |
| Annual return | 10.95% | 30.54%-19.6pp | 52.09%-41.1pp | 25.83%-14.9pp |
| Employer contribution / active EE | $1,313 | $2,592-49.3% | $4,109-68.0% | $2,584-49.2% |
| Participant deferral / active EE | $3,224 | $3,270-1.4% | $5,467-41.0% | $4,194-23.1% |
| Admin fee / account holder | $7,692 | $5,879+30.8% | $16,047-52.1% | $7,856-2.1% |