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 | $26,598 | $63,845-58.3% | $81,370-67.3% | $80,959-67.1% |
| Participation rate | 77.1% | 63.9%+13.3pp | 69.5%+7.6pp | 67.7%+9.5pp |
| Annual return | 8.45% | 16.37%-7.9pp | 24.85%-16.4pp | 35.67%-27.2pp |
| Employer contribution / active EE | $743 | $1,980-62.5% | $2,464-69.8% | $2,757-73.0% |
| Participant deferral / active EE | $1,654 | $3,093-46.5% | $3,885-57.4% | $4,300-61.5% |
| Admin fee / account holder | $7,802 | $5,688+37.2% | $5,749+35.7% | $6,925+12.7% |