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 | $30,439 | $49,025-37.9% | $87,502-65.2% | $62,881-51.6% |
| Participation rate | 73.8% | 64.9%+8.9pp | 73.8%0pp | 69.3%+4.5pp |
| Annual return | 2.91% | 10.02%-7.1pp | 12.21%-9.3pp | 20.14%-17.2pp |
| Employer contribution / active EE | $261 | $1,372-81.0% | $2,550-89.8% | $2,281-88.5% |
| Participant deferral / active EE | $1,270 | $2,289-44.5% | $3,149-59.7% | $3,203-60.3% |
| Admin fee / account holder | $718 | $4,065-82.3% | $4,221-83.0% | $4,296-83.3% |