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 | $77,075 | $86,938-11.3% | $102,423-24.7% | $80,925-4.8% |
| Participation rate | 76.7% | 72.4%+4.3pp | 76.5%+0.2pp | 67.7%+9.0pp |
| Annual return | 7.94% | 18.89%-11.0pp | 29.42%-21.5pp | 35.65%-27.7pp |
| Employer contribution / active EE | $1,041 | $2,369-56.1% | $3,023-65.6% | $2,756-62.2% |
| Participant deferral / active EE | $2,600 | $4,120-36.9% | $5,054-48.6% | $4,299-39.5% |
| Admin fee / account holder | $524 | $8,053-93.5% | $9,455-94.5% | $6,940-92.5% |