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 | $37,834 | $86,050-56.0% | $189,758-80.1% | $94,015-59.8% |
| Participation rate | 95.0% | 68.9%+26.1pp | 79.8%+15.2pp | 70.8%+24.2pp |
| Annual return | 8.75% | 17.77%-9.0pp | 52.62%-43.9pp | 17.84%-9.1pp |
| Employer contribution / active EE | $1,157 | $2,819-59.0% | $4,767-75.7% | $2,790-58.5% |
| Participant deferral / active EE | $1,519 | $3,349-54.6% | $5,856-74.1% | $4,249-64.2% |
| Admin fee / account holder | $2,812 | $6,627-57.6% | $20,388-86.2% | $8,951-68.6% |