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 | $59,976 | $84,236-28.8% | $170,435-64.8% | $70,126-14.5% |
| Participation rate | 86.7% | 70.8%+15.8pp | 83.6%+3.1pp | 69.5%+17.1pp |
| Annual return | 10.57% | 23.06%-12.5pp | 205.94%-195.4pp | 73.15%-62.6pp |
| Employer contribution / active EE | $2,248 | $3,387-33.6% | $5,432-58.6% | $2,343-4.0% |
| Participant deferral / active EE | $1,883 | $3,086-39.0% | $4,939-61.9% | $3,332-43.5% |
| Admin fee / account holder | $3,132 | $5,698-45.0% | $13,881-77.4% | $4,645-32.6% |