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 | $57,264 | $90,728-36.9% | $86,279-33.6% | $138,895-58.8% |
| Participation rate | 85.7% | 81.0%+4.7pp | 78.7%+7.0pp | 79.9%+5.8pp |
| Annual return | 10.00% | 34.83%-24.8pp | 30.40%-20.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $4,577 | $4,974-8.0% | $4,663-1.8% | $4,194+9.1% |
| Participant deferral / active EE | $1,741 | $6,125-71.6% | $5,658-69.2% | $6,396-72.8% |
| Admin fee / account holder | $14,225 | $11,808+20.5% | $10,485+35.7% | $12,562+13.2% |