Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,172 | $81,504-59.3% | $102,437-67.6% | $80,959-59.0% |
| Participation rate | 93.1% | 66.9%+26.3pp | 74.5%+18.6pp | 67.7%+25.4pp |
| Annual return | 10.44% | 25.60%-15.2pp | 24.95%-14.5pp | 35.67%-25.2pp |
| Employer contribution / active EE | $3,277 | $3,104+5.6% | $3,871-15.3% | $2,757+18.9% |
| Participant deferral / active EE | $4,730 | $3,871+22.2% | $5,060-6.5% | $4,300+10.0% |
| Admin fee / account holder | $2,378 | $6,719-64.6% | $8,388-71.6% | $6,925-65.7% |