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 | $18,605 | $45,087-58.7% | $69,483-73.2% | $72,976-74.5% |
| Participation rate | 93.3% | 68.5%+24.9pp | 74.6%+18.7pp | 69.5%+23.8pp |
| Annual return | 3.33% | 22.67%-19.3pp | 28.99%-25.7pp | 81.02%-77.7pp |
| Employer contribution / active EE | $851 | $2,055-58.6% | $2,780-69.4% | $2,440-65.1% |
| Participant deferral / active EE | $1,348 | $2,603-48.2% | $3,537-61.9% | $3,608-62.6% |
| Admin fee / account holder | $1,750 | $3,057-42.8% | $3,841-54.4% | $5,124-65.9% |