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 | $63,064 | $85,766-26.5% | $136,295-53.7% | $70,131-10.1% |
| Participation rate | 92.2% | 74.2%+18.0pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 12.01% | 31.45%-19.4pp | 5155.97%-5144.0pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,650 | $2,966-44.4% | $4,695-64.9% | $2,342-29.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,258 | $5,420-76.8% | $9,243-86.4% | $4,645-72.9% |