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 | $31,232 | $86,298-63.8% | $111,308-71.9% | $85,847-63.6% |
| Participation rate | 97.4% | 73.3%+24.0pp | 77.3%+20.0pp | 69.3%+28.0pp |
| Annual return | 9.92% | 19.99%-10.1pp | 54.67%-44.7pp | 318.61%-308.7pp |
| Employer contribution / active EE | $3,040 | $2,044+48.7% | $2,732+11.3% | $2,565+18.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,529 | $8,189-56.9% | $7,965-55.7% | $6,261-43.6% |