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 | $68,501 | $39,132+75.1% | $57,196+19.8% | $62,881+8.9% |
| Participation rate | 83.3% | 70.5%+12.9pp | 75.3%+8.0pp | 69.3%+14.0pp |
| Annual return | -0.26% | 9.24%-9.5pp | 14.59%-14.9pp | 20.14%-20.4pp |
| Employer contribution / active EE | $2,641 | $1,874+40.9% | $2,683-1.6% | $2,281+15.8% |
| Participant deferral / active EE | $3,943 | $2,374+66.1% | $3,096+27.3% | $3,203+23.1% |
| Admin fee / account holder | $8,444 | $2,594+225.5% | $3,141+168.9% | $4,296+96.6% |