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 | $24,852 | $64,920-61.7% | $103,693-76.0% | $86,983-71.4% |
| Participation rate | 95.9% | 63.6%+32.3pp | 72.6%+23.3pp | 69.5%+26.4pp |
| Annual return | 10.44% | 30.29%-19.9pp | 47.61%-37.2pp | 25.83%-15.4pp |
| Employer contribution / active EE | $2,301 | $2,141+7.5% | $2,920-21.2% | $2,584-11.0% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,764 | $6,191-71.5% | $7,858-77.6% | $7,856-77.5% |