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 | $25,420 | $53,128-52.2% | $86,582-70.6% | $70,126-63.8% |
| Participation rate | 98.0% | 65.3%+32.7pp | 73.5%+24.5pp | 69.5%+28.5pp |
| Annual return | 8.46% | 27.66%-19.2pp | 965.08%-956.6pp | 73.15%-64.7pp |
| Employer contribution / active EE | $808 | $2,068-60.9% | $2,839-71.6% | $2,343-65.5% |
| Participant deferral / active EE | $1,365 | $2,695-49.4% | $3,609-62.2% | $3,332-59.0% |
| Admin fee / account holder | $3,101 | $3,584-13.5% | $4,904-36.8% | $4,645-33.3% |