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 | $84,172 | $72,492+16.1% | $87,104-3.4% | $72,975+15.3% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 0.20% | 24.46%-24.3pp | 28.19%-28.0pp | 81.01%-80.8pp |
| Employer contribution / active EE | $754 | $1,894-60.2% | $2,521-70.1% | $2,440-69.1% |
| Participant deferral / active EE | $4,665 | $3,270+42.7% | $4,048+15.2% | $3,608+29.3% |
| Admin fee / account holder | $10,200 | $5,055+101.8% | $7,491+36.2% | $5,124+99.1% |