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 | $69,789 | $50,554+38.1% | $67,681+3.1% | $87,485-20.2% |
| Participation rate | 93.7% | 67.7%+26.0pp | 73.7%+19.9pp | 68.9%+24.7pp |
| Annual return | 10.65% | 17.81%-7.2pp | 590.58%-579.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $1,306 | $1,988-34.3% | $2,678-51.2% | $2,596-49.7% |
| Participant deferral / active EE | $2,546 | $2,961-14.0% | $3,976-36.0% | $4,274-40.4% |
| Admin fee / account holder | $6,540 | $4,132+58.3% | $6,100+7.2% | $7,775-15.9% |