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 | $25,124 | $82,882-69.7% | $127,803-80.3% | $72,975-65.6% |
| Participation rate | 97.3% | 71.5%+25.8pp | 79.0%+18.3pp | 69.5%+27.8pp |
| Annual return | 10.85% | 32.20%-21.4pp | 26.14%-15.3pp | 81.01%-70.2pp |
| Employer contribution / active EE | $1,260 | $3,346-62.3% | $4,576-72.5% | $2,440-48.4% |
| Participant deferral / active EE | $2,058 | $4,791-57.0% | $6,023-65.8% | $3,608-43.0% |
| Admin fee / account holder | $1,490 | $6,487-77.0% | $9,399-84.1% | $5,124-70.9% |