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 | $91,747 | $123,155-25.5% | $108,753-15.6% | $155,188-40.9% |
| Participation rate | 87.5% | 75.6%+11.9pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 4.05% | 44.73%-40.7pp | 37.47%-33.4pp | 148.84%-144.8pp |
| Employer contribution / active EE | $2,625 | $2,811-6.6% | $2,427+8.2% | $4,248-38.2% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $27,737 | $12,126+128.7% | $10,320+168.8% | $14,480+91.6% |