Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,329 | $106,524-36.8% | $152,301-55.8% | $87,485-23.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 12.97% | 26.89%-13.9pp | 80.50%-67.5pp | 26.06%-13.1pp |
| Employer contribution / active EE | $2,561 | $3,371-24.0% | $4,624-44.6% | $2,596-1.4% |
| Participant deferral / active EE | $4,057 | $6,525-37.8% | $8,004-49.3% | $4,274-5.1% |
| Admin fee / account holder | $714 | $8,287-91.4% | $14,398-95.0% | $7,775-90.8% |