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 | $16,653 | $75,541-78.0% | $152,093-89.1% | $82,637-79.8% |
| Participation rate | 88.0% | 66.5%+21.5pp | 77.8%+10.2pp | 68.1%+19.9pp |
| Annual return | 7.85% | 32.56%-24.7pp | 66.36%-58.5pp | 53.51%-45.7pp |
| Employer contribution / active EE | $2,368 | $2,622-9.7% | $4,175-43.3% | $2,552-7.2% |
| Participant deferral / active EE | $2,744 | $3,206-14.4% | $5,451-49.7% | $4,126-33.5% |
| Admin fee / account holder | $6,434 | $6,405+0.5% | $14,497-55.6% | $7,339-12.3% |