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 | $21,173 | $51,638-59.0% | $68,368-69.0% | $82,448-74.3% |
| Participation rate | 79.8% | 63.6%+16.2pp | 73.8%+6.0pp | 68.1%+11.7pp |
| Annual return | 12.04% | 37.53%-25.5pp | 292.57%-280.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,017 | $2,047-50.3% | $2,649-61.6% | $2,551-60.1% |
| Participant deferral / active EE | $1,234 | $2,914-57.7% | $4,123-70.1% | $4,139-70.2% |
| Admin fee / account holder | $8,660 | $4,643+86.5% | $5,150+68.2% | $7,234+19.7% |