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 | $29,679 | $77,908-61.9% | $149,696-80.2% | $75,173-60.5% |
| Participation rate | 84.6% | 65.6%+19.0pp | 78.8%+5.8pp | 67.2%+17.4pp |
| Annual return | 10.11% | 31.73%-21.6pp | 134.46%-124.3pp | 160.72%-150.6pp |
| Employer contribution / active EE | $1,877 | $3,138-40.2% | $4,821-61.1% | $2,671-29.7% |
| Participant deferral / active EE | $1,318 | $3,411-61.4% | $5,682-76.8% | $4,126-68.1% |
| Admin fee / account holder | $12,820 | $5,950+115.5% | $13,212-3.0% | $5,651+126.9% |