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 | $32,597 | $96,524-66.2% | $75,900-57.1% | $152,909-78.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.5%+3.3pp |
| Annual return | 11.70% | 33.93%-22.2pp | 30.73%-19.0pp | 345.46%-333.8pp |
| Employer contribution / active EE | $2,726 | $3,311-17.7% | $2,501+9.0% | $4,764-42.8% |
| Participant deferral / active EE | $1,927 | $4,554-57.7% | $3,604-46.5% | $5,851-67.1% |
| Admin fee / account holder | $454 | $8,082-94.4% | $5,421-91.6% | $11,601-96.1% |