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 | $26,349 | $47,848-44.9% | $81,473-67.7% | $70,126-62.4% |
| Participation rate | 74.2% | 58.3%+15.9pp | 68.0%+6.2pp | 69.5%+4.7pp |
| Annual return | 8.91% | 27.25%-18.3pp | 38.78%-29.9pp | 73.15%-64.2pp |
| Employer contribution / active EE | $1,147 | $1,527-24.9% | $2,568-55.3% | $2,343-51.0% |
| Participant deferral / active EE | $2,385 | $2,453-2.8% | $3,537-32.6% | $3,332-28.4% |
| Admin fee / account holder | $1,219 | $3,145-61.2% | $4,561-73.3% | $4,645-73.8% |