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 | $22,915 | $49,255-53.5% | $70,494-67.5% | $79,856-71.3% |
| Participation rate | 73.3% | 69.2%+4.2pp | 75.1%-1.7pp | 69.6%+3.7pp |
| Annual return | 2.62% | 30.10%-27.5pp | 109.16%-106.5pp | 31.71%-29.1pp |
| Employer contribution / active EE | $1,256 | $2,100-40.2% | $2,738-54.1% | $2,471-49.2% |
| Participant deferral / active EE | $2,319 | $2,768-16.2% | $3,711-37.5% | $3,741-38.0% |
| Admin fee / account holder | $1,493 | $2,879-48.1% | $3,848-61.2% | $5,306-71.9% |