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 | $36,136 | $81,487-55.7% | $102,412-64.7% | $80,935-55.4% |
| Participation rate | 97.7% | 66.8%+30.8pp | 74.5%+23.2pp | 67.7%+30.0pp |
| Annual return | 10.06% | 25.60%-15.5pp | 24.94%-14.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $6,036 | $3,103+94.5% | $3,870+56.0% | $2,757+119.0% |
| Participant deferral / active EE | $2,555 | $3,871-34.0% | $5,060-49.5% | $4,299-40.6% |
| Admin fee / account holder | $2,258 | $6,717-66.4% | $8,388-73.1% | $6,924-67.4% |