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 | $56,328 | $54,541+3.3% | $78,778-28.5% | $70,126-19.7% |
| Participation rate | 90.9% | 60.8%+30.1pp | 69.2%+21.7pp | 69.5%+21.4pp |
| Annual return | 9.01% | 21.07%-12.1pp | 35.62%-26.6pp | 73.15%-64.1pp |
| Employer contribution / active EE | $890 | $1,089-18.2% | $1,986-55.2% | $2,343-62.0% |
| Participant deferral / active EE | $3,689 | $2,210+66.9% | $2,958+24.7% | $3,332+10.7% |
| Admin fee / account holder | $22,375 | $3,709+503.3% | $5,134+335.8% | $4,645+381.6% |