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 | $65,227 | $81,358-19.8% | $155,556-58.1% | $80,959-19.4% |
| Participation rate | 75.7% | 66.3%+9.4pp | 78.2%-2.5pp | 67.7%+8.0pp |
| Annual return | 8.15% | 33.39%-25.2pp | 64.84%-56.7pp | 35.67%-27.5pp |
| Employer contribution / active EE | $1,891 | $3,106-39.1% | $4,675-59.6% | $2,757-31.4% |
| Participant deferral / active EE | $4,248 | $3,455+22.9% | $5,631-24.6% | $4,300-1.2% |
| Admin fee / account holder | $44,928 | $7,994+462.0% | $15,885+182.8% | $6,925+548.7% |