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 | $33,974 | $97,648-65.2% | $121,663-72.1% | $87,485-61.2% |
| Participation rate | 88.5% | 70.5%+18.0pp | 74.5%+14.0pp | 68.9%+19.5pp |
| Annual return | 10.40% | 18.03%-7.6pp | 147.54%-137.1pp | 26.06%-15.7pp |
| Employer contribution / active EE | $2,084 | $2,300-9.4% | $3,020-31.0% | $2,596-19.7% |
| Participant deferral / active EE | $2,836 | $3,923-27.7% | $4,887-42.0% | $4,274-33.6% |
| Admin fee / account holder | $32,749 | $11,100+195.0% | $14,289+129.2% | $7,775+321.2% |