Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,422 | $88,672-57.8% | $105,223-64.4% | $82,448-54.6% |
| Participation rate | 73.3% | 67.9%+5.4pp | 75.0%-1.7pp | 68.1%+5.3pp |
| Annual return | 1.93% | 30.86%-28.9pp | 180.65%-178.7pp | 41.64%-39.7pp |
| Employer contribution / active EE | $2,198 | $3,048-27.9% | $3,689-40.4% | $2,551-13.9% |
| Participant deferral / active EE | $3,701 | $4,036-8.3% | $5,072-27.0% | $4,139-10.6% |
| Admin fee / account holder | $3,858 | $7,146-46.0% | $8,859-56.5% | $7,234-46.7% |