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 | $32,174 | $46,534-30.9% | $64,097-49.8% | $75,177-57.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.19% | 26.07%-15.9pp | 33.75%-23.6pp | 160.75%-150.6pp |
| Employer contribution / active EE | $3,005 | $1,976+52.1% | $2,750+9.3% | $2,671+12.5% |
| Participant deferral / active EE | $4,290 | $2,835+51.3% | $3,881+10.5% | $4,126+4.0% |
| Admin fee / account holder | $1,216 | $2,957-58.9% | $3,070-60.4% | $5,651-78.5% |