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 | $77,383 | $77,472-0.1% | $100,392-22.9% | $80,935-4.4% |
| Participation rate | 82.8% | 76.9%+5.8pp | 81.5%+1.3pp | 67.7%+15.1pp |
| Annual return | 11.37% | 37.26%-25.9pp | 49.45%-38.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,217 | $2,800-56.5% | $3,941-69.1% | $2,757-55.9% |
| Participant deferral / active EE | $5,023 | $6,818-26.3% | $8,090-37.9% | $4,299+16.8% |
| Admin fee / account holder | $3,210 | $5,885-45.5% | $7,904-59.4% | $6,924-53.6% |