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 | $67,490 | $83,485-19.2% | $125,195-46.1% | $72,976-7.5% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.5%+23.1pp |
| Annual return | 15.83% | 25.77%-9.9pp | 43.79%-28.0pp | 81.02%-65.2pp |
| Employer contribution / active EE | $2,629 | $2,346+12.1% | $3,866-32.0% | $2,440+7.8% |
| Participant deferral / active EE | $3,080 | $3,586-14.1% | $4,937-37.6% | $3,608-14.6% |
| Admin fee / account holder | $2,839 | $5,518-48.5% | $9,704-70.7% | $5,124-44.6% |