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 | $36,835 | $53,777-31.5% | $134,155-72.5% | $79,858-53.9% |
| Participation rate | 97.2% | 58.8%+38.5pp | 72.2%+25.0pp | 69.6%+27.6pp |
| Annual return | 4.92% | 19.01%-14.1pp | 36.34%-31.4pp | 31.72%-26.8pp |
| Employer contribution / active EE | $2,435 | $1,321+84.3% | $3,705-34.3% | $2,471-1.5% |
| Participant deferral / active EE | $1,197 | $2,420-50.5% | $3,500-65.8% | $3,740-68.0% |
| Admin fee / account holder | $1,687 | $3,984-57.7% | $6,685-74.8% | $5,306-68.2% |