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 | $30,754 | $103,392-70.3% | $87,104-64.7% | $152,897-79.9% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.9%+14.8pp | 82.5%+9.2pp |
| Annual return | 5.94% | 28.10%-22.2pp | 28.19%-22.2pp | 345.43%-339.5pp |
| Employer contribution / active EE | $5,157 | $3,221+60.1% | $2,521+104.5% | $4,764+8.3% |
| Participant deferral / active EE | $5,573 | $4,778+16.6% | $4,048+37.7% | $5,851-4.8% |
| Admin fee / account holder | $2,025 | $12,194-83.4% | $7,491-73.0% | $11,599-82.5% |