Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,211 | $112,729-73.2% | $98,716-69.4% | $137,256-78.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.64% | 38.48%-28.8pp | 31.81%-22.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $7,394 | $2,725+171.3% | $2,279+224.5% | $4,156+77.9% |
| Participant deferral / active EE | $3,397 | $4,640-26.8% | $4,048-16.1% | $6,407-47.0% |
| Admin fee / account holder | $1,252 | $10,129-87.6% | $8,703-85.6% | $12,270-89.8% |