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 | $20,510 | $76,407-73.2% | $150,298-86.4% | $82,448-75.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 6.90% | 39.99%-33.1pp | 62.79%-55.9pp | 41.64%-34.7pp |
| Employer contribution / active EE | $1,293 | $2,614-50.6% | $4,154-68.9% | $2,551-49.3% |
| Participant deferral / active EE | $1,747 | $3,214-45.7% | $5,453-68.0% | $4,139-57.8% |
| Admin fee / account holder | $5,334 | $6,352-16.0% | $14,116-62.2% | $7,234-26.3% |