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 | $35,370 | $47,479-25.5% | $62,929-43.8% | $82,448-57.1% |
| Participation rate | 85.2% | 66.9%+18.3pp | 73.1%+12.1pp | 68.1%+17.1pp |
| Annual return | 10.68% | 20.34%-9.7pp | 1063.93%-1053.2pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,982 | $1,885+5.1% | $2,505-20.9% | $2,551-22.3% |
| Participant deferral / active EE | $2,567 | $2,870-10.6% | $3,888-34.0% | $4,139-38.0% |
| Admin fee / account holder | $6,440 | $3,804+69.3% | $5,065+27.2% | $7,234-11.0% |