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 | $21,154 | $48,364-56.3% | $71,796-70.5% | $62,881-66.4% |
| Participation rate | 95.7% | 60.6%+35.0pp | 69.1%+26.5pp | 69.3%+26.3pp |
| Annual return | 1.89% | 13.16%-11.3pp | 78.04%-76.1pp | 20.14%-18.3pp |
| Employer contribution / active EE | $1,849 | $1,042+77.5% | $1,924-3.9% | $2,281-18.9% |
| Participant deferral / active EE | $3,403 | $2,091+62.7% | $2,794+21.8% | $3,203+6.3% |
| Admin fee / account holder | $1,190 | $3,771-68.4% | $4,815-75.3% | $4,296-72.3% |