Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,649 | $65,364-59.2% | $92,909-71.3% | $72,975-63.5% |
| Participation rate | 90.3% | 68.3%+22.0pp | 76.0%+14.3pp | 69.5%+20.8pp |
| Annual return | 14.82% | 42.11%-27.3pp | 109.44%-94.6pp | 81.01%-66.2pp |
| Employer contribution / active EE | $6,518 | $2,594+151.3% | $3,653+78.4% | $2,440+167.1% |
| Participant deferral / active EE | $2,799 | $3,128-10.5% | $4,238-34.0% | $3,608-22.4% |
| Admin fee / account holder | $409 | $4,251-90.4% | $5,795-92.9% | $5,124-92.0% |