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 | $79,395 | $95,404-16.8% | $113,397-30.0% | $82,637-3.9% |
| Participation rate | 93.3% | 72.8%+20.5pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 12.05% | 19.08%-7.0pp | 23.20%-11.1pp | 53.51%-41.5pp |
| Employer contribution / active EE | $2,005 | $2,307-13.1% | $2,977-32.6% | $2,552-21.4% |
| Participant deferral / active EE | $2,893 | $4,220-31.4% | $5,076-43.0% | $4,126-29.9% |
| Admin fee / account holder | $551 | $9,168-94.0% | $11,957-95.4% | $7,339-92.5% |