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 | $25,540 | $49,255-48.1% | $70,494-63.8% | $79,856-68.0% |
| Participation rate | 96.2% | 69.2%+27.0pp | 75.1%+21.1pp | 69.6%+26.5pp |
| Annual return | 5.77% | 30.10%-24.3pp | 109.16%-103.4pp | 31.71%-25.9pp |
| Employer contribution / active EE | $1,000 | $2,100-52.4% | $2,738-63.5% | $2,471-59.5% |
| Participant deferral / active EE | $2,840 | $2,768+2.6% | $3,711-23.5% | $3,741-24.1% |
| Admin fee / account holder | $7,120 | $2,879+147.3% | $3,848+85.0% | $5,306+34.2% |