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 | $37,296 | $63,773-41.5% | $81,286-54.1% | $80,925-53.9% |
| Participation rate | 93.2% | 63.9%+29.3pp | 69.5%+23.7pp | 67.7%+25.6pp |
| Annual return | 7.13% | 16.37%-9.2pp | 24.80%-17.7pp | 35.65%-28.5pp |
| Employer contribution / active EE | $2,403 | $1,979+21.4% | $2,463-2.4% | $2,756-12.8% |
| Participant deferral / active EE | $3,841 | $3,093+24.2% | $3,883-1.1% | $4,299-10.6% |
| Admin fee / account holder | $9,679 | $5,682+70.3% | $5,764+67.9% | $6,940+39.5% |