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 | $34,151 | $54,757-37.6% | $90,304-62.2% | $72,975-53.2% |
| Participation rate | 83.9% | 65.2%+18.7pp | 73.3%+10.6pp | 69.5%+14.4pp |
| Annual return | 4.90% | 30.63%-25.7pp | 78.13%-73.2pp | 81.01%-76.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,110 | $2,887-61.6% | $3,885-71.4% | $3,608-69.2% |
| Admin fee / account holder | $3,268 | $3,973-17.8% | $5,354-39.0% | $5,124-36.2% |