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 | $32,064 | $124,330-74.2% | $109,173-70.6% | $167,536-80.9% |
| Participation rate | 94.1% | 79.5%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 9.38% | 26.04%-16.7pp | 25.75%-16.4pp | 478.82%-469.4pp |
| Employer contribution / active EE | $1,638 | $4,209-61.1% | $3,723-56.0% | $4,839-66.2% |
| Participant deferral / active EE | $4,589 | $5,256-12.7% | $4,654-1.4% | $6,342-27.6% |
| Admin fee / account holder | $8,752 | $7,974+9.8% | $6,755+29.6% | $12,315-28.9% |