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 | $38,106 | $72,273-47.3% | $101,275-62.4% | $79,856-52.3% |
| Participation rate | 93.9% | 68.5%+25.5pp | 75.8%+18.1pp | 69.6%+24.3pp |
| Annual return | 9.47% | 22.30%-12.8pp | 46.48%-37.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $2,143 | $2,691-20.4% | $3,660-41.4% | $2,471-13.3% |
| Participant deferral / active EE | $3,217 | $3,282-2.0% | $4,371-26.4% | $3,741-14.0% |
| Admin fee / account holder | $333 | $4,401-92.4% | $5,948-94.4% | $5,306-93.7% |