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 | $13,078 | $123,155-89.4% | $108,753-88.0% | $155,188-91.6% |
| Participation rate | 91.7% | 75.6%+16.0pp | 71.1%+20.6pp | 80.8%+10.9pp |
| Annual return | 3.08% | 44.73%-41.6pp | 37.47%-34.4pp | 148.84%-145.8pp |
| Employer contribution / active EE | $1,749 | $2,811-37.8% | $2,427-27.9% | $4,248-58.8% |
| Participant deferral / active EE | $2,535 | $4,623-45.2% | $4,115-38.4% | $6,531-61.2% |
| Admin fee / account holder | $43,345 | $12,126+257.4% | $10,320+320.0% | $14,480+199.3% |