Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,925 | $56,544-32.9% | $75,501-49.8% | $70,126-45.9% |
| Participation rate | 81.8% | 68.1%+13.7pp | 72.4%+9.5pp | 69.5%+12.3pp |
| Annual return | 5.70% | 23.59%-17.9pp | 27.35%-21.7pp | 73.15%-67.4pp |
| Employer contribution / active EE | $1,766 | $1,817-2.8% | $2,352-24.9% | $2,343-24.6% |
| Participant deferral / active EE | $1,460 | $2,580-43.4% | $3,142-53.5% | $3,332-56.2% |
| Admin fee / account holder | $4,224 | $3,827+10.4% | $5,801-27.2% | $4,645-9.1% |