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 | $29,671 | $48,011-38.2% | $63,803-53.5% | $82,637-64.1% |
| Participation rate | 86.8% | 66.6%+20.3pp | 72.7%+14.1pp | 68.1%+18.8pp |
| Annual return | 9.99% | 19.84%-9.9pp | 543.72%-533.7pp | 53.51%-43.5pp |
| Employer contribution / active EE | $1,812 | $1,904-4.8% | $2,532-28.4% | $2,552-29.0% |
| Participant deferral / active EE | $1,812 | $2,846-36.3% | $3,843-52.9% | $4,126-56.1% |
| Admin fee / account holder | $2,817 | $3,873-27.3% | $5,196-45.8% | $7,339-61.6% |