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 | $41,809 | $80,855-48.3% | $153,416-72.7% | $86,983-51.9% |
| Participation rate | 95.2% | 64.1%+31.1pp | 74.3%+20.9pp | 69.5%+25.7pp |
| Annual return | 7.14% | 16.18%-9.0pp | 17.84%-10.7pp | 25.83%-18.7pp |
| Employer contribution / active EE | $2,339 | $2,308+1.4% | $3,764-37.9% | $2,584-9.5% |
| Participant deferral / active EE | $3,008 | $3,333-9.7% | $4,723-36.3% | $4,194-28.3% |
| Admin fee / account holder | $18,863 | $6,908+173.0% | $13,095+44.0% | $7,856+140.1% |