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 | $26,290 | $154,228-83.0% | $145,433-81.9% | $137,256-80.8% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 7.48% | 74.59%-67.1pp | 66.58%-59.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $2,784 | $4,804-42.1% | $4,554-38.9% | $4,156-33.0% |
| Participant deferral / active EE | $4,346 | $8,216-47.1% | $7,897-45.0% | $6,407-32.2% |
| Admin fee / account holder | $63,901 | $14,344+345.5% | $13,129+386.7% | $12,270+420.8% |