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 | $59,328 | $61,125-2.9% | $94,057-36.9% | $87,485-32.2% |
| Participation rate | 88.0% | 64.1%+23.9pp | 73.3%+14.7pp | 68.9%+19.1pp |
| Annual return | 12.43% | 35.20%-22.8pp | 480.62%-468.2pp | 26.06%-13.6pp |
| Employer contribution / active EE | $2,636 | $2,136+23.4% | $2,933-10.1% | $2,596+1.5% |
| Participant deferral / active EE | $2,837 | $3,260-13.0% | $4,709-39.8% | $4,274-33.6% |
| Admin fee / account holder | $7,092 | $5,629+26.0% | $7,244-2.1% | $7,775-8.8% |