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 | $59,654 | $70,684-15.6% | $169,397-64.8% | $75,177-20.6% |
| Participation rate | 81.7% | 64.8%+16.9pp | 77.2%+4.5pp | 67.2%+14.5pp |
| Annual return | 12.19% | 36.38%-24.2pp | 406.23%-394.0pp | 160.75%-148.6pp |
| Employer contribution / active EE | $1,930 | $2,211-12.7% | $4,013-51.9% | $2,671-27.8% |
| Participant deferral / active EE | $3,017 | $4,310-30.0% | $6,223-51.5% | $4,126-26.9% |
| Admin fee / account holder | $3,292 | $5,404-39.1% | $9,017-63.5% | $5,651-41.8% |