Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,205 | $52,306-42.3% | $69,779-56.7% | $62,881-52.0% |
| Participation rate | 92.0% | 67.2%+24.8pp | 71.8%+20.2pp | 69.3%+22.7pp |
| Annual return | 2.58% | 13.35%-10.8pp | 12.99%-10.4pp | 20.14%-17.6pp |
| Employer contribution / active EE | $2,166 | $1,799+20.4% | $2,338-7.4% | $2,281-5.1% |
| Participant deferral / active EE | $4,887 | $2,395+104.1% | $2,931+66.8% | $3,203+52.6% |
| Admin fee / account holder | $634 | $3,691-82.8% | $4,381-85.5% | $4,296-85.2% |