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 | $77,834 | $67,606+15.1% | $82,313-5.4% | $70,124+11.0% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.8pp |
| Annual return | 8.37% | 21.57%-13.2pp | 25.88%-17.5pp | 73.14%-64.8pp |
| Employer contribution / active EE | $505 | $1,755-71.2% | $2,428-79.2% | $2,342-78.4% |
| Participant deferral / active EE | $2,138 | $2,987-28.4% | $3,706-42.3% | $3,332-35.8% |
| Admin fee / account holder | $12,096 | $4,512+168.1% | $5,608+115.7% | $4,645+160.4% |