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 | $91,890 | $105,623-13.0% | $87,502+5.0% | $273,972-66.5% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 0.04% | 12.26%-12.2pp | 12.21%-12.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $3,173 | $3,141+1.0% | $2,550+24.4% | $4,869-34.8% |
| Participant deferral / active EE | $5,771 | $3,601+60.3% | $3,149+83.3% | $5,287+9.2% |
| Admin fee / account holder | $3,123 | $4,781-34.7% | $4,221-26.0% | $10,133-69.2% |