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 | $34,644 | $57,140-39.4% | $85,240-59.4% | $80,959-57.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 9.02% | 21.71%-12.7pp | 66.75%-57.7pp | 35.67%-26.6pp |
| Employer contribution / active EE | $3,389 | $1,802+88.1% | $2,735+23.9% | $2,757+22.9% |
| Participant deferral / active EE | $4,592 | $3,115+47.4% | $4,527+1.4% | $4,300+6.8% |
| Admin fee / account holder | $2,085 | $4,992-58.2% | $6,165-66.2% | $6,925-69.9% |