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 | $71,968 | $60,349+19.3% | $74,184-3.0% | $62,881+14.5% |
| Participation rate | 84.2% | 72.7%+11.5pp | 76.6%+7.6pp | 69.3%+14.9pp |
| Annual return | 4.27% | 21.38%-17.1pp | 17.74%-13.5pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,389 | $1,680-17.3% | $2,370-41.4% | $2,281-39.1% |
| Participant deferral / active EE | $2,307 | $2,856-19.2% | $3,550-35.0% | $3,203-28.0% |
| Admin fee / account holder | $3,102 | $4,261-27.2% | $5,586-44.5% | $4,296-27.8% |