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 | $62,538 | $85,766-27.1% | $136,298-54.1% | $70,126-10.8% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 12.69% | 31.46%-18.8pp | 5156.27%-5143.6pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,584 | $2,966-46.6% | $4,696-66.3% | $2,343-32.4% |
| Participant deferral / active EE | $3,245 | $5,051-35.8% | $6,247-48.1% | $3,332-2.6% |
| Admin fee / account holder | $1,330 | $5,421-75.5% | $9,244-85.6% | $4,645-71.4% |