Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,178 | $81,276-80.1% | $155,574-89.6% | $80,925-80.0% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.0pp | 67.7%+13.6pp |
| Annual return | 8.74% | 33.36%-24.6pp | 64.87%-56.1pp | 35.65%-26.9pp |
| Employer contribution / active EE | $1,841 | $3,103-40.7% | $4,676-60.6% | $2,756-33.2% |
| Participant deferral / active EE | $3,358 | $3,453-2.7% | $5,629-40.3% | $4,299-21.9% |
| Admin fee / account holder | $321 | $7,993-96.0% | $15,914-98.0% | $6,940-95.4% |