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 | $104,659 | $106,864-2.1% | $147,318-29.0% | $82,637+26.6% |
| Participation rate | 83.3% | 75.5%+7.8pp | 82.1%+1.3pp | 68.1%+15.3pp |
| Annual return | 12.16% | 27.49%-15.3pp | 70.43%-58.3pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,721 | $6,496+34.3% | $7,906+10.3% | $4,126+111.3% |
| Admin fee / account holder | $2,832 | $8,415-66.3% | $13,708-79.3% | $7,339-61.4% |