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 | $32,694 | $123,155-73.5% | $108,753-69.9% | $155,188-78.9% |
| Participation rate | 83.3% | 75.6%+7.7pp | 71.1%+12.2pp | 80.8%+2.5pp |
| Annual return | 2.87% | 44.73%-41.9pp | 37.47%-34.6pp | 148.84%-146.0pp |
| Employer contribution / active EE | $1,887 | $2,811-32.9% | $2,427-22.2% | $4,248-55.6% |
| Participant deferral / active EE | $6,626 | $4,623+43.3% | $4,115+61.0% | $6,531+1.4% |
| Admin fee / account holder | $45,130 | $12,126+272.2% | $10,320+337.3% | $14,480+211.7% |