Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,751 | $81,331-81.9% | $155,534-90.5% | $80,935-81.8% |
| Participation rate | 71.1% | 66.3%+4.8pp | 78.2%-7.2pp | 67.7%+3.4pp |
| Annual return | 10.38% | 33.37%-23.0pp | 64.92%-54.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,718 | $3,105-44.7% | $4,675-63.2% | $2,757-37.7% |
| Participant deferral / active EE | $1,791 | $3,454-48.2% | $5,630-68.2% | $4,299-58.4% |
| Admin fee / account holder | $386 | $7,999-95.2% | $15,900-97.6% | $6,924-94.4% |