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 | $53,014 | $95,453-44.5% | $112,040-52.7% | $82,448-35.7% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.5%+11.5pp | 68.1%+19.9pp |
| Annual return | 6.14% | 23.92%-17.8pp | 24.52%-18.4pp | 41.64%-35.5pp |
| Employer contribution / active EE | $1,415 | $2,318-39.0% | $2,954-52.1% | $2,551-44.5% |
| Participant deferral / active EE | $4,745 | $4,224+12.3% | $5,098-6.9% | $4,139+14.6% |
| Admin fee / account holder | $76,915 | $9,013+753.3% | $12,098+535.8% | $7,234+963.2% |