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 | $40,628 | $99,633-59.2% | $183,328-77.8% | $82,448-50.7% |
| Participation rate | 95.9% | 70.8%+25.2pp | 77.3%+18.6pp | 68.1%+27.9pp |
| Annual return | 9.92% | 17.84%-7.9pp | 29.67%-19.8pp | 41.64%-31.7pp |
| Employer contribution / active EE | $2,720 | $3,256-16.5% | $5,055-46.2% | $2,551+6.6% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,795-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,081 | $9,934-79.1% | $21,427-90.3% | $7,234-71.2% |