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 | $60,349 | $50,554+19.4% | $67,681-10.8% | $87,485-31.0% |
| Participation rate | 73.3% | 67.7%+5.6pp | 73.7%-0.4pp | 68.9%+4.4pp |
| Annual return | 8.97% | 17.81%-8.8pp | 590.58%-581.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $1,276 | $1,988-35.8% | $2,678-52.4% | $2,596-50.8% |
| Participant deferral / active EE | $3,161 | $2,961+6.7% | $3,976-20.5% | $4,274-26.0% |
| Admin fee / account holder | $2,557 | $4,132-38.1% | $6,100-58.1% | $7,775-67.1% |