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 | $38,979 | $110,240-64.6% | $96,544-59.6% | $139,487-72.1% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 9.36% | 26.41%-17.1pp | 25.88%-16.5pp | 373.84%-364.5pp |
| Employer contribution / active EE | $2,691 | $3,622-25.7% | $2,966-9.3% | $4,755-43.4% |
| Participant deferral / active EE | $6,203 | $5,549+11.8% | $4,851+27.9% | $6,713-7.6% |
| Admin fee / account holder | $4,648 | $11,602-59.9% | $8,254-43.7% | $11,407-59.3% |