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 | $63,092 | $95,453-33.9% | $112,040-43.7% | $82,448-23.5% |
| Participation rate | 72.3% | 72.8%-0.4pp | 76.5%-4.2pp | 68.1%+4.3pp |
| Annual return | 11.86% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,160 | $2,318-50.0% | $2,954-60.7% | $2,551-54.5% |
| Participant deferral / active EE | $2,074 | $4,224-50.9% | $5,098-59.3% | $4,139-49.9% |
| Admin fee / account holder | $14,132 | $9,013+56.8% | $12,098+16.8% | $7,234+95.4% |