Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,070 | $86,919-64.3% | $102,457-69.7% | $80,911-61.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 5.27% | 18.90%-13.6pp | 29.41%-24.1pp | 35.63%-30.4pp |
| Employer contribution / active EE | $1,577 | $2,368-33.4% | $3,022-47.8% | $2,756-42.8% |
| Participant deferral / active EE | $2,655 | $4,119-35.5% | $5,054-47.5% | $4,297-38.2% |
| Admin fee / account holder | $1,061 | $8,049-86.8% | $9,451-88.8% | $6,935-84.7% |