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 | $94,436-64.0% | $115,599-70.6% | $82,637-58.9% |
| Participation rate | 88.5% | 70.4%+18.0pp | 74.3%+14.2pp | 68.1%+20.4pp |
| Annual return | 10.40% | 18.37%-8.0pp | 111.10%-100.7pp | 53.51%-43.1pp |
| Employer contribution / active EE | $2,084 | $2,324-10.3% | $2,955-29.5% | $2,552-18.4% |
| Participant deferral / active EE | $2,836 | $3,955-28.3% | $4,889-42.0% | $4,126-31.3% |
| Admin fee / account holder | $32,749 | $10,328+217.1% | $12,841+155.0% | $7,339+346.2% |