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 | $28,906 | $125,237-76.9% | $105,608-72.6% | $145,877-80.2% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 7.31% | 225.76%-218.5pp | 116.50%-109.2pp | 551.28%-544.0pp |
| Employer contribution / active EE | $963 | $3,720-74.1% | $3,167-69.6% | $4,663-79.3% |
| Participant deferral / active EE | $2,163 | $5,711-62.1% | $5,010-56.8% | $6,691-67.7% |
| Admin fee / account holder | $881 | $17,287-94.9% | $11,028-92.0% | $13,402-93.4% |