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 | $27,854 | $95,383-70.8% | $185,837-85.0% | $85,856-67.6% |
| Participation rate | 92.3% | 68.8%+23.5pp | 81.7%+10.6pp | 69.3%+23.0pp |
| Annual return | 9.43% | 23.59%-14.2pp | 122.08%-112.6pp | 318.58%-309.2pp |
| Employer contribution / active EE | $429 | $3,313-87.1% | $5,168-91.7% | $2,565-83.3% |
| Participant deferral / active EE | $1,715 | $3,423-49.9% | $5,568-69.2% | $3,952-56.6% |
| Admin fee / account holder | $4,622 | $7,213-35.9% | $16,241-71.5% | $6,261-26.2% |