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 | $35,585 | $81,358-56.3% | $155,556-77.1% | $80,959-56.0% |
| Participation rate | 82.1% | 66.3%+15.8pp | 78.2%+3.8pp | 67.7%+14.4pp |
| Annual return | 8.83% | 33.39%-24.6pp | 64.84%-56.0pp | 35.67%-26.8pp |
| Employer contribution / active EE | $5,364 | $3,106+72.7% | $4,675+14.7% | $2,757+94.5% |
| Participant deferral / active EE | $2,482 | $3,455-28.2% | $5,631-55.9% | $4,300-42.3% |
| Admin fee / account holder | $1,114 | $7,994-86.1% | $15,885-93.0% | $6,925-83.9% |