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 | $39,097 | $81,233-51.9% | $155,567-74.9% | $80,874-51.7% |
| Participation rate | 72.0% | 66.2%+5.8pp | 78.2%-6.2pp | 67.6%+4.4pp |
| Annual return | 9.05% | 33.33%-24.3pp | 64.74%-55.7pp | 35.62%-26.6pp |
| Employer contribution / active EE | $2,121 | $3,101-31.6% | $4,674-54.6% | $2,756-23.0% |
| Participant deferral / active EE | $1,766 | $3,452-48.9% | $5,628-68.6% | $4,297-58.9% |
| Admin fee / account holder | $4,052 | $7,998-49.3% | $15,916-74.5% | $6,935-41.6% |