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 | $62,622 | $106,749-41.3% | $145,433-56.9% | $82,448-24.0% |
| Participation rate | 70.5% | 75.6%-5.2pp | 82.1%-11.7pp | 68.1%+2.4pp |
| Annual return | 11.85% | 27.59%-15.7pp | 66.58%-54.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,378 | $3,444-31.0% | $4,554-47.8% | $2,551-6.8% |
| Participant deferral / active EE | $4,003 | $6,519-38.6% | $7,897-49.3% | $4,139-3.3% |
| Admin fee / account holder | $32,901 | $8,390+292.1% | $13,129+150.6% | $7,234+354.8% |