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 | $22,291 | $57,073-60.9% | $85,126-73.8% | $80,925-72.5% |
| Participation rate | 80.0% | 56.4%+23.6pp | 67.5%+12.5pp | 67.7%+12.3pp |
| Annual return | 7.24% | 21.69%-14.5pp | 66.63%-59.4pp | 35.65%-28.4pp |
| Employer contribution / active EE | $1,907 | $1,801+5.9% | $2,731-30.2% | $2,756-30.8% |
| Participant deferral / active EE | $2,777 | $3,113-10.8% | $4,523-38.6% | $4,299-35.4% |
| Admin fee / account holder | $31,806 | $4,988+537.7% | $6,160+416.3% | $6,940+358.3% |