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 | $61,668 | $77,908-20.8% | $149,696-58.8% | $75,173-18.0% |
| Participation rate | 87.8% | 65.6%+22.2pp | 78.8%+9.0pp | 67.2%+20.6pp |
| Annual return | 4.49% | 31.73%-27.2pp | 134.46%-130.0pp | 160.72%-156.2pp |
| Employer contribution / active EE | $2,080 | $3,138-33.7% | $4,821-56.8% | $2,671-22.1% |
| Participant deferral / active EE | $2,904 | $3,411-14.9% | $5,682-48.9% | $4,126-29.6% |
| Admin fee / account holder | $2,629 | $5,950-55.8% | $13,212-80.1% | $5,651-53.5% |