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 | $73,558 | $127,296-42.2% | $109,907-33.1% | $167,536-56.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.2%+5.8pp | 82.1%-2.1pp |
| Annual return | 4.77% | 22.97%-18.2pp | 29.46%-24.7pp | 478.82%-474.0pp |
| Employer contribution / active EE | $2,443 | $3,325-26.5% | $2,844-14.1% | $4,839-49.5% |
| Participant deferral / active EE | $4,914 | $4,513+8.9% | $4,047+21.4% | $6,342-22.5% |
| Admin fee / account holder | $7,462 | $7,119+4.8% | $6,069+23.0% | $12,315-39.4% |