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 | $32,001 | $43,075-25.7% | $74,577-57.1% | $62,881-49.1% |
| Participation rate | 73.1% | 58.1%+15.0pp | 68.1%+5.0pp | 69.3%+3.8pp |
| Annual return | 2.55% | 17.50%-15.0pp | 20.47%-17.9pp | 20.14%-17.6pp |
| Employer contribution / active EE | $1,616 | $1,498+7.9% | $2,525-36.0% | $2,281-29.2% |
| Participant deferral / active EE | $2,844 | $2,389+19.0% | $3,458-17.8% | $3,203-11.2% |
| Admin fee / account holder | $1,219 | $2,840-57.1% | $4,138-70.5% | $4,296-71.6% |