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 | $28,762 | $124,425-76.9% | $112,040-74.3% | $137,256-79.0% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 9.93% | 24.72%-14.8pp | 24.52%-14.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,432 | $3,411-58.0% | $2,954-51.5% | $4,156-65.5% |
| Participant deferral / active EE | $2,861 | $5,718-50.0% | $5,098-43.9% | $6,407-55.3% |
| Admin fee / account holder | $2,083 | $15,207-86.3% | $12,098-82.8% | $12,270-83.0% |