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 | $68,022 | $76,407-11.0% | $150,298-54.7% | $82,448-17.5% |
| Participation rate | 83.3% | 66.4%+16.9pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 11.22% | 39.99%-28.8pp | 62.79%-51.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $6,111 | $2,614+133.8% | $4,154+47.1% | $2,551+139.5% |
| Participant deferral / active EE | $4,603 | $3,214+43.2% | $5,453-15.6% | $4,139+11.2% |
| Admin fee / account holder | $9,351 | $6,352+47.2% | $14,116-33.8% | $7,234+29.3% |