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 | $30,184 | $68,681-56.1% | $86,625-65.2% | $85,851-64.8% |
| Participation rate | 98.2% | 66.4%+31.8pp | 71.6%+26.5pp | 69.3%+28.9pp |
| Annual return | 5.92% | 20.12%-14.2pp | 63.52%-57.6pp | 318.63%-312.7pp |
| Employer contribution / active EE | $1,951 | $1,880+3.8% | $2,496-21.8% | $2,565-24.0% |
| Participant deferral / active EE | $1,754 | $2,919-39.9% | $3,700-52.6% | $3,952-55.6% |
| Admin fee / account holder | $891 | $5,974-85.1% | $5,830-84.7% | $6,261-85.8% |