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 | $35,014 | $69,273-49.5% | $90,796-61.4% | $82,637-57.6% |
| Participation rate | 93.2% | 64.0%+29.2pp | 69.5%+23.7pp | 68.1%+25.2pp |
| Annual return | 10.99% | 18.37%-7.4pp | 19.29%-8.3pp | 53.51%-42.5pp |
| Employer contribution / active EE | $2,090 | $1,865+12.0% | $2,294-8.9% | $2,552-18.1% |
| Participant deferral / active EE | $2,565 | $3,047-15.8% | $3,822-32.9% | $4,126-37.8% |
| Admin fee / account holder | $9,501 | $5,511+72.4% | $7,024+35.3% | $7,339+29.5% |