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 | $56,067 | $54,757+2.4% | $90,304-37.9% | $72,975-23.2% |
| Participation rate | 78.1% | 65.2%+13.0pp | 73.3%+4.9pp | 69.5%+8.6pp |
| Annual return | 5.69% | 30.63%-24.9pp | 78.13%-72.4pp | 81.01%-75.3pp |
| Employer contribution / active EE | $1,930 | $2,093-7.8% | $2,855-32.4% | $2,440-20.9% |
| Participant deferral / active EE | $3,726 | $2,887+29.0% | $3,885-4.1% | $3,608+3.3% |
| Admin fee / account holder | $501 | $3,973-87.4% | $5,354-90.6% | $5,124-90.2% |