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 | $42,558 | $114,119-62.7% | $107,187-60.3% | $138,895-69.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 10.78% | 273.21%-262.4pp | 204.55%-193.8pp | 145.39%-134.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,736 | $5,538-50.6% | $5,096-46.3% | $6,396-57.2% |
| Admin fee / account holder | $10,991 | $10,024+9.7% | $9,162+20.0% | $12,562-12.5% |