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 | $77,066 | $78,425-1.7% | $95,956-19.7% | $79,858-3.5% |
| Participation rate | 83.3% | 73.5%+9.8pp | 77.1%+6.3pp | 69.6%+13.7pp |
| Annual return | 7.60% | 19.37%-11.8pp | 91.63%-84.0pp | 31.72%-24.1pp |
| Employer contribution / active EE | $3,008 | $1,945+54.7% | $2,541+18.4% | $2,471+21.7% |
| Participant deferral / active EE | $11,721 | $3,440+240.7% | $4,167+181.3% | $3,740+213.4% |
| Admin fee / account holder | $10,361 | $5,622+84.3% | $6,797+52.4% | $5,306+95.3% |