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 | $120,436 | $63,764+88.9% | $81,926+47.0% | $79,858+50.8% |
| Participation rate | 73.2% | 67.5%+5.7pp | 72.0%+1.2pp | 69.6%+3.5pp |
| Annual return | 8.42% | 22.66%-14.2pp | 29.49%-21.1pp | 31.72%-23.3pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,219 | $2,780-20.2% | $7,108-68.8% | $3,740-40.7% |
| Admin fee / account holder | $21,686 | $4,426+389.9% | $5,159+320.4% | $5,306+308.7% |