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 | $57,073-39.3% | $85,126-59.3% | $80,925-57.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 9.02% | 21.69%-12.7pp | 66.63%-57.6pp | 35.65%-26.6pp |
| Employer contribution / active EE | $3,389 | $1,801+88.2% | $2,731+24.1% | $2,756+23.0% |
| Participant deferral / active EE | $4,592 | $3,113+47.5% | $4,523+1.5% | $4,299+6.8% |
| Admin fee / account holder | $2,085 | $4,988-58.2% | $6,160-66.2% | $6,940-70.0% |