Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,054 | $98,776-73.6% | $149,745-82.6% | $79,856-67.4% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 3.03% | 27.38%-24.3pp | 276.72%-273.7pp | 31.71%-28.7pp |
| Employer contribution / active EE | $4,861 | $3,217+51.1% | $4,646+4.6% | $2,471+96.7% |
| Participant deferral / active EE | $6,689 | $5,681+17.7% | $6,843-2.2% | $3,741+78.8% |
| Admin fee / account holder | $2,104 | $6,053-65.2% | $9,312-77.4% | $5,306-60.3% |