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 | $28,266 | $48,277-41.4% | $67,511-58.1% | $80,874-65.0% |
| Participation rate | 97.0% | 66.4%+30.6pp | 72.9%+24.1pp | 67.6%+29.3pp |
| Annual return | 10.70% | 18.27%-7.6pp | 3517.41%-3506.7pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,498 | $2,021-25.9% | $2,733-45.2% | $2,756-45.6% |
| Participant deferral / active EE | $1,584 | $2,926-45.9% | $4,000-60.4% | $4,297-63.1% |
| Admin fee / account holder | $3,572 | $3,687-3.1% | $3,999-10.7% | $6,935-48.5% |