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 | $29,562 | $75,963-61.1% | $97,995-69.8% | $70,126-57.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 11.21% | 19.26%-8.0pp | 23.94%-12.7pp | 73.15%-61.9pp |
| Employer contribution / active EE | $7,630 | $3,278+132.7% | $4,158+83.5% | $2,343+225.7% |
| Participant deferral / active EE | $2,538 | $4,053-37.4% | $5,097-50.2% | $3,332-23.8% |
| Admin fee / account holder | $1,881 | $5,407-65.2% | $5,943-68.4% | $4,645-59.5% |