Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,189 | $81,358-87.5% | $155,556-93.4% | $80,959-87.4% |
| Participation rate | 81.3% | 66.3%+15.0pp | 78.2%+3.0pp | 67.7%+13.6pp |
| Annual return | 10.37% | 33.39%-23.0pp | 64.84%-54.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $888 | $3,106-71.4% | $4,675-81.0% | $2,757-67.8% |
| Participant deferral / active EE | $3,627 | $3,455+5.0% | $5,631-35.6% | $4,300-15.7% |
| Admin fee / account holder | $2,190 | $7,994-72.6% | $15,885-86.2% | $6,925-68.4% |