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 | $38,169 | $108,825-64.9% | $156,181-75.6% | $82,448-53.7% |
| Participation rate | 80.9% | 72.4%+8.5pp | 78.8%+2.0pp | 68.1%+12.8pp |
| Annual return | 7.70% | 20.59%-12.9pp | 64.87%-57.2pp | 41.64%-33.9pp |
| Employer contribution / active EE | $2,710 | $2,870-5.6% | $4,294-36.9% | $2,551+6.2% |
| Participant deferral / active EE | $5,683 | $4,577+24.2% | $6,132-7.3% | $4,139+37.3% |
| Admin fee / account holder | $33,547 | $9,341+259.1% | $14,586+130.0% | $7,234+363.7% |