Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $84,894 | $45,087+88.3% | $69,483+22.2% | $72,976+16.3% |
| Participation rate | 97.1% | 68.5%+28.6pp | 74.6%+22.5pp | 69.5%+27.6pp |
| Annual return | 2.00% | 22.67%-20.7pp | 28.99%-27.0pp | 81.02%-79.0pp |
| Employer contribution / active EE | $1,417 | $2,055-31.0% | $2,780-49.0% | $2,440-41.9% |
| Participant deferral / active EE | $1,701 | $2,603-34.7% | $3,537-51.9% | $3,608-52.9% |
| Admin fee / account holder | $10,215 | $3,057+234.2% | $3,841+165.9% | $5,124+99.3% |