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 | $32,526 | $53,128-38.8% | $86,582-62.4% | $70,126-53.6% |
| Participation rate | 96.6% | 65.3%+31.2pp | 73.5%+23.0pp | 69.5%+27.0pp |
| Annual return | 10.23% | 27.66%-17.4pp | 965.08%-954.9pp | 73.15%-62.9pp |
| Employer contribution / active EE | $3,650 | $2,068+76.5% | $2,839+28.5% | $2,343+55.8% |
| Participant deferral / active EE | $910 | $2,695-66.2% | $3,609-74.8% | $3,332-72.7% |
| Admin fee / account holder | $3,508 | $3,584-2.1% | $4,904-28.5% | $4,645-24.5% |