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 | $24,621 | $45,050-45.3% | $63,018-60.9% | $70,126-64.9% |
| Participation rate | 94.0% | 69.5%+24.5pp | 74.8%+19.2pp | 69.5%+24.5pp |
| Annual return | 10.19% | 18.76%-8.6pp | 87.62%-77.4pp | 73.15%-63.0pp |
| Employer contribution / active EE | $721 | $2,052-64.9% | $2,761-73.9% | $2,343-69.2% |
| Participant deferral / active EE | $1,954 | $2,466-20.8% | $3,330-41.3% | $3,332-41.4% |
| Admin fee / account holder | $1,196 | $2,834-57.8% | $3,601-66.8% | $4,645-74.3% |