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 | $71,366 | $107,809-33.8% | $97,032-26.5% | $155,188-54.0% |
| Participation rate | 88.9% | 75.5%+13.4pp | 71.6%+17.3pp | 80.8%+8.1pp |
| Annual return | 2.58% | 38.06%-35.5pp | 35.38%-32.8pp | 148.84%-146.3pp |
| Employer contribution / active EE | $545 | $2,911-81.3% | $2,629-79.3% | $4,248-87.2% |
| Participant deferral / active EE | $2,861 | $5,129-44.2% | $4,672-38.8% | $6,531-56.2% |
| Admin fee / account holder | $621 | $10,717-94.2% | $9,418-93.4% | $14,480-95.7% |