Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,805 | $57,590-27.4% | $86,233-51.5% | $82,448-49.3% |
| Participation rate | 84.4% | 57.9%+26.5pp | 69.0%+15.4pp | 68.1%+16.3pp |
| Annual return | 11.32% | 22.41%-11.1pp | 61.39%-50.1pp | 41.64%-30.3pp |
| Employer contribution / active EE | $549 | $1,655-66.8% | $2,504-78.1% | $2,551-78.5% |
| Participant deferral / active EE | $1,800 | $3,080-41.6% | $4,559-60.5% | $4,139-56.5% |
| Admin fee / account holder | $905 | $4,730-80.9% | $8,342-89.1% | $7,234-87.5% |