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 | $41,994 | $78,707-46.6% | $117,861-64.4% | $70,126-40.1% |
| Participation rate | 74.2% | 73.2%+1.0pp | 79.7%-5.5pp | 69.5%+4.7pp |
| Annual return | 2.01% | 23.30%-21.3pp | 335.11%-333.1pp | 73.15%-71.1pp |
| Employer contribution / active EE | $2,541 | $2,223+14.3% | $3,786-32.9% | $2,343+8.5% |
| Participant deferral / active EE | $2,656 | $3,297-19.4% | $4,482-40.7% | $3,332-20.3% |
| Admin fee / account holder | $1,291 | $5,066-74.5% | $8,021-83.9% | $4,645-72.2% |