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 | $37,977 | $84,236-54.9% | $170,435-77.7% | $70,126-45.8% |
| Participation rate | 90.9% | 70.8%+20.1pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 11.55% | 23.06%-11.5pp | 205.94%-194.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,899 | $3,387-43.9% | $5,432-65.0% | $2,343-18.9% |
| Participant deferral / active EE | $4,093 | $3,086+32.6% | $4,939-17.1% | $3,332+22.9% |
| Admin fee / account holder | $9,803 | $5,698+72.0% | $13,881-29.4% | $4,645+111.0% |