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 | $20,795 | $65,364-68.2% | $92,909-77.6% | $72,975-71.5% |
| Participation rate | 72.7% | 68.3%+4.4pp | 76.0%-3.3pp | 69.5%+3.2pp |
| Annual return | 6.18% | 42.11%-35.9pp | 109.44%-103.3pp | 81.01%-74.8pp |
| Employer contribution / active EE | $1,240 | $2,594-52.2% | $3,653-66.1% | $2,440-49.2% |
| Participant deferral / active EE | $2,825 | $3,128-9.7% | $4,238-33.3% | $3,608-21.7% |
| Admin fee / account holder | $9,157 | $4,251+115.4% | $5,795+58.0% | $5,124+78.7% |