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 | $67,482 | $45,087+49.7% | $69,483-2.9% | $72,976-7.5% |
| Participation rate | 84.8% | 68.5%+16.4pp | 74.6%+10.2pp | 69.5%+15.4pp |
| Annual return | 4.64% | 22.67%-18.0pp | 28.99%-24.3pp | 81.02%-76.4pp |
| Employer contribution / active EE | $3,221 | $2,055+56.7% | $2,780+15.9% | $2,440+32.0% |
| Participant deferral / active EE | $3,915 | $2,603+50.4% | $3,537+10.7% | $3,608+8.5% |
| Admin fee / account holder | $2,362 | $3,057-22.7% | $3,841-38.5% | $5,124-53.9% |