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 | $82,955 | $97,550-15.0% | $120,344-31.1% | $87,485-5.2% |
| Participation rate | 70.9% | 72.8%-1.9pp | 76.7%-5.8pp | 68.9%+2.0pp |
| Annual return | 10.36% | 18.41%-8.1pp | 20.30%-9.9pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,103 | $4,230-26.6% | $5,135-39.6% | $4,274-27.4% |
| Admin fee / account holder | $15,813 | $9,543+65.7% | $12,742+24.1% | $7,775+103.4% |