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 | $67,913 | $99,994-32.1% | $146,647-53.7% | $85,851-20.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 9.50% | 18.93%-9.4pp | 22.75%-13.2pp | 318.63%-309.1pp |
| Employer contribution / active EE | $1,881 | $2,559-26.5% | $4,137-54.5% | $2,565-26.7% |
| Participant deferral / active EE | $4,114 | $4,006+2.7% | $5,506-25.3% | $3,952+4.1% |
| Admin fee / account holder | $2,150 | $7,703-72.1% | $10,281-79.1% | $6,261-65.7% |