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 | $31,628 | $51,638-38.7% | $129,406-75.6% | $80,959-60.9% |
| Participation rate | 92.2% | 56.9%+35.2pp | 69.6%+22.5pp | 67.7%+24.5pp |
| Annual return | 11.09% | 20.78%-9.7pp | 9468.18%-9457.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,150 | $1,584-27.4% | $4,155-72.3% | $2,757-58.3% |
| Participant deferral / active EE | $2,448 | $2,670-8.3% | $4,167-41.2% | $4,300-43.1% |
| Admin fee / account holder | $340 | $4,313-92.1% | $7,689-95.6% | $6,925-95.1% |