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 | $36,751 | $81,233-54.8% | $155,567-76.4% | $80,874-54.6% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.7pp | 67.6%+25.2pp |
| Annual return | 9.35% | 33.33%-24.0pp | 64.74%-55.4pp | 35.62%-26.3pp |
| Employer contribution / active EE | $1,921 | $3,101-38.1% | $4,674-58.9% | $2,756-30.3% |
| Participant deferral / active EE | $2,532 | $3,452-26.7% | $5,628-55.0% | $4,297-41.1% |
| Admin fee / account holder | $3,017 | $7,998-62.3% | $15,916-81.0% | $6,935-56.5% |