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 | $55,210 | $60,349-8.5% | $74,184-25.6% | $62,881-12.2% |
| Participation rate | 98.8% | 72.7%+26.1pp | 76.6%+22.2pp | 69.3%+29.5pp |
| Annual return | 3.22% | 21.38%-18.2pp | 17.74%-14.5pp | 20.14%-16.9pp |
| Employer contribution / active EE | $4,382 | $1,680+160.8% | $2,370+84.9% | $2,281+92.1% |
| Participant deferral / active EE | $4,218 | $2,856+47.7% | $3,550+18.8% | $3,203+31.7% |
| Admin fee / account holder | $3,886 | $4,261-8.8% | $5,586-30.4% | $4,296-9.5% |