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 | $40,623 | $153,769-73.6% | $133,975-69.7% | $273,972-85.2% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.1%-2.4pp | 83.0%+1.6pp |
| Annual return | 1.82% | 36.51%-34.7pp | 29.29%-27.5pp | 41.46%-39.6pp |
| Employer contribution / active EE | $3,363 | $6,029-44.2% | $5,211-35.5% | $4,869-30.9% |
| Participant deferral / active EE | $4,207 | $6,958-39.5% | $6,282-33.0% | $5,287-20.4% |
| Admin fee / account holder | $22,250 | $11,765+89.1% | $9,324+138.6% | $10,133+119.6% |