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 | $70,690 | $102,422-31.0% | $147,117-51.9% | $80,959-12.7% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 10.60% | 135.16%-124.6pp | 420.54%-409.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,840 | $3,717-50.5% | $4,932-62.7% | $2,757-33.3% |
| Participant deferral / active EE | $5,970 | $6,652-10.3% | $8,065-26.0% | $4,300+38.8% |
| Admin fee / account holder | $5,567 | $7,953-30.0% | $12,993-57.2% | $6,925-19.6% |