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 | $43,084 | $65,367-34.1% | $92,915-53.6% | $72,976-41.0% |
| Participation rate | 84.6% | 68.3%+16.3pp | 76.0%+8.6pp | 69.5%+15.1pp |
| Annual return | 15.98% | 42.11%-26.1pp | 109.45%-93.5pp | 81.02%-65.0pp |
| Employer contribution / active EE | $2,267 | $2,594-12.6% | $3,653-37.9% | $2,440-7.1% |
| Participant deferral / active EE | $3,369 | $3,128+7.7% | $4,238-20.5% | $3,608-6.6% |
| Admin fee / account holder | $2,901 | $4,251-31.8% | $5,796-49.9% | $5,124-43.4% |