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 | $28,367 | $106,524-73.4% | $152,301-81.4% | $87,485-67.6% |
| Participation rate | 93.1% | 75.8%+17.4pp | 82.4%+10.7pp | 68.9%+24.2pp |
| Annual return | 9.59% | 26.89%-17.3pp | 80.50%-70.9pp | 26.06%-16.5pp |
| Employer contribution / active EE | $1,776 | $3,371-47.3% | $4,624-61.6% | $2,596-31.6% |
| Participant deferral / active EE | $3,338 | $6,525-48.8% | $8,004-58.3% | $4,274-21.9% |
| Admin fee / account holder | $18,526 | $8,287+123.6% | $14,398+28.7% | $7,775+138.3% |