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 | $37,872 | $112,121-66.2% | $95,960-60.5% | $158,966-76.2% |
| Participation rate | 88.2% | 79.0%+9.3pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 3.26% | 171.16%-167.9pp | 91.63%-88.4pp | 302.95%-299.7pp |
| Employer contribution / active EE | $1,513 | $3,199-52.7% | $2,541-40.5% | $4,762-68.2% |
| Participant deferral / active EE | $2,442 | $4,784-49.0% | $4,167-41.4% | $5,983-59.2% |
| Admin fee / account holder | $11,651 | $10,135+15.0% | $6,797+71.4% | $11,250+3.6% |