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 | $32,598 | $77,896-58.2% | $134,172-75.7% | $82,448-60.5% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 9.66% | 18.21%-8.6pp | 25.30%-15.6pp | 41.64%-32.0pp |
| Employer contribution / active EE | $2,004 | $2,159-7.2% | $3,420-41.4% | $2,551-21.5% |
| Participant deferral / active EE | $2,440 | $3,162-22.8% | $4,690-48.0% | $4,139-41.0% |
| Admin fee / account holder | $12,689 | $6,336+100.3% | $12,016+5.6% | $7,234+75.4% |