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 | $38,939 | $78,707-50.5% | $117,861-67.0% | $70,126-44.5% |
| Participation rate | 82.4% | 73.2%+9.2pp | 79.7%+2.7pp | 69.5%+12.8pp |
| Annual return | 7.99% | 23.30%-15.3pp | 335.11%-327.1pp | 73.15%-65.2pp |
| Employer contribution / active EE | $1,677 | $2,223-24.6% | $3,786-55.7% | $2,343-28.4% |
| Participant deferral / active EE | $3,295 | $3,297-0.1% | $4,482-26.5% | $3,332-1.1% |
| Admin fee / account holder | $3,423 | $5,066-32.4% | $8,021-57.3% | $4,645-26.3% |