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 | $41,367 | $57,057-27.5% | $85,009-51.3% | $80,874-48.9% |
| Participation rate | 75.0% | 56.4%+18.6pp | 67.5%+7.5pp | 67.6%+7.4pp |
| Annual return | 10.22% | 21.66%-11.4pp | 66.47%-56.3pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,424 | $1,799-20.8% | $2,728-47.8% | $2,756-48.3% |
| Participant deferral / active EE | $2,234 | $3,112-28.2% | $4,522-50.6% | $4,297-48.0% |
| Admin fee / account holder | $998 | $4,986-80.0% | $6,153-83.8% | $6,935-85.6% |