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 | $13,654 | $76,407-82.1% | $150,298-90.9% | $82,448-83.4% |
| Participation rate | 73.1% | 66.4%+6.7pp | 77.8%-4.7pp | 68.1%+5.0pp |
| Annual return | 8.84% | 39.99%-31.2pp | 62.79%-53.9pp | 41.64%-32.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,127 | $3,214-33.8% | $5,453-61.0% | $4,139-48.6% |
| Admin fee / account holder | $4,729 | $6,352-25.5% | $14,116-66.5% | $7,234-34.6% |