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 | $139,875 | $138,393+1.1% | $184,256-24.1% | $80,959+72.8% |
| Participation rate | 79.0% | 83.9%-4.9pp | 86.8%-7.8pp | 67.7%+11.4pp |
| Annual return | 10.94% | 20.01%-9.1pp | 28.85%-17.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,831 | $7,076-17.6% | $9,133-36.2% | $4,300+35.6% |
| Admin fee / account holder | $7,294 | $10,489-30.5% | $13,899-47.5% | $6,925+5.3% |