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 | $105,919 | $149,446-29.1% | $256,809-58.8% | $94,015+12.7% |
| Participation rate | 97.3% | 85.3%+12.0pp | 88.5%+8.8pp | 70.8%+26.5pp |
| Annual return | 11.73% | 17.55%-5.8pp | 32.73%-21.0pp | 17.84%-6.1pp |
| Employer contribution / active EE | $2,547 | $4,596-44.6% | $7,263-64.9% | $2,790-8.7% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $10,036 | $24,035-58.2% | $25,146-60.1% | $8,951+12.1% |