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 | $65,796 | $117,859-44.2% | $102,438-35.8% | $145,959-54.9% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 8.37% | 31.72%-23.3pp | 29.37%-21.0pp | 561.95%-553.6pp |
| Employer contribution / active EE | $2,848 | $3,615-21.2% | $3,024-5.8% | $4,661-38.9% |
| Participant deferral / active EE | $3,946 | $5,732-31.2% | $5,054-21.9% | $6,689-41.0% |
| Admin fee / account holder | $2,045 | $13,318-84.6% | $9,448-78.4% | $13,398-84.7% |