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 | $68,682 | $51,631+33.0% | $129,397-46.9% | $80,925-15.1% |
| Participation rate | 80.6% | 56.9%+23.7pp | 69.6%+11.0pp | 67.7%+13.0pp |
| Annual return | 10.69% | 20.77%-10.1pp | 9453.98%-9443.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $2,172 | $1,583+37.2% | $4,154-47.7% | $2,756-21.2% |
| Participant deferral / active EE | $4,968 | $2,670+86.1% | $4,167+19.2% | $4,299+15.6% |
| Admin fee / account holder | $4,795 | $4,309+11.3% | $7,679-37.6% | $6,940-30.9% |