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 | $36,789 | $55,930-34.2% | $76,089-51.7% | $80,925-54.5% |
| Participation rate | 96.2% | 62.1%+34.1pp | 69.1%+27.1pp | 67.7%+28.5pp |
| Annual return | 9.73% | 20.58%-10.9pp | 360.94%-351.2pp | 35.65%-25.9pp |
| Employer contribution / active EE | $2,476 | $1,866+32.7% | $2,690-7.9% | $2,756-10.2% |
| Participant deferral / active EE | $4,388 | $3,051+43.8% | $4,259+3.0% | $4,299+2.1% |
| Admin fee / account holder | $2,620 | $5,241-50.0% | $6,418-59.2% | $6,940-62.3% |