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 | $35,307 | $48,078-26.6% | $78,676-55.1% | $62,881-43.9% |
| Participation rate | 93.2% | 65.2%+28.0pp | 73.6%+19.6pp | 69.3%+23.9pp |
| Annual return | -0.68% | 31.36%-32.0pp | 62.19%-62.9pp | 20.14%-20.8pp |
| Employer contribution / active EE | $3,392 | $2,015+68.4% | $2,850+19.0% | $2,281+48.7% |
| Participant deferral / active EE | $4,290 | $2,587+65.8% | $3,517+22.0% | $3,203+34.0% |
| Admin fee / account holder | $1,066 | $3,206-66.7% | $4,510-76.4% | $4,296-75.2% |