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 | $58,322 | $110,379-47.2% | $102,412-43.1% | $145,884-60.0% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 7.55% | 24.84%-17.3pp | 24.94%-17.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,661 | $4,216-60.6% | $3,870-57.1% | $4,662-64.4% |
| Participant deferral / active EE | $5,836 | $5,622+3.8% | $5,060+15.3% | $6,690-12.8% |
| Admin fee / account holder | $25,753 | $9,745+164.3% | $8,388+207.0% | $13,392+92.3% |