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 | $40,179 | $36,948+8.7% | $73,658-45.5% | $87,485-54.1% |
| Participation rate | 76.0% | 46.8%+29.2pp | 57.0%+19.0pp | 68.9%+7.1pp |
| Annual return | 11.63% | 28.64%-17.0pp | 29.72%-18.1pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,308 | $670+95.3% | $1,032+26.7% | $2,596-49.6% |
| Participant deferral / active EE | $1,668 | $1,379+21.0% | $2,062-19.1% | $4,274-61.0% |
| Admin fee / account holder | $6,887 | $2,531+172.1% | $3,357+105.2% | $7,775-11.4% |