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 | $27,816 | $76,407-63.6% | $150,298-81.5% | $82,448-66.3% |
| Participation rate | 75.6% | 66.4%+9.2pp | 77.8%-2.2pp | 68.1%+7.5pp |
| Annual return | 12.09% | 39.99%-27.9pp | 62.79%-50.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $855 | $2,614-67.3% | $4,154-79.4% | $2,551-66.5% |
| Participant deferral / active EE | $2,022 | $3,214-37.1% | $5,453-62.9% | $4,139-51.2% |
| Admin fee / account holder | $603 | $6,352-90.5% | $14,116-95.7% | $7,234-91.7% |