Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,555 | $77,472-67.0% | $100,392-74.5% | $80,935-68.4% |
| Participation rate | 70.4% | 76.9%-6.6pp | 81.5%-11.1pp | 67.7%+2.7pp |
| Annual return | 9.78% | 37.26%-27.5pp | 49.45%-39.7pp | 35.66%-25.9pp |
| Employer contribution / active EE | $987 | $2,800-64.8% | $3,941-75.0% | $2,757-64.2% |
| Participant deferral / active EE | $2,886 | $6,818-57.7% | $8,090-64.3% | $4,299-32.9% |
| Admin fee / account holder | $7,149 | $5,885+21.5% | $7,904-9.6% | $6,924+3.2% |