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 | $35,132 | $77,638-54.7% | $156,551-77.6% | $62,881-44.1% |
| Participation rate | 75.9% | 71.2%+4.7pp | 84.0%-8.2pp | 69.3%+6.6pp |
| Annual return | 3.14% | 50.33%-47.2pp | 32.23%-29.1pp | 20.14%-17.0pp |
| Employer contribution / active EE | $699 | $3,444-79.7% | $5,501-87.3% | $2,281-69.3% |
| Participant deferral / active EE | $2,328 | $3,046-23.6% | $4,871-52.2% | $3,203-27.3% |
| Admin fee / account holder | $11,670 | $5,561+109.8% | $13,028-10.4% | $4,296+171.7% |