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 | $40,763 | $72,273-43.6% | $101,275-59.8% | $79,856-49.0% |
| Participation rate | 94.4% | 68.5%+26.0pp | 75.8%+18.6pp | 69.6%+24.8pp |
| Annual return | 8.97% | 22.30%-13.3pp | 46.48%-37.5pp | 31.71%-22.7pp |
| Employer contribution / active EE | $3,371 | $2,691+25.3% | $3,660-7.9% | $2,471+36.4% |
| Participant deferral / active EE | $2,648 | $3,282-19.3% | $4,371-39.4% | $3,741-29.2% |
| Admin fee / account holder | $802 | $4,401-81.8% | $5,948-86.5% | $5,306-84.9% |