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 | $81,616 | $85,766-4.8% | $136,298-40.1% | $70,126+16.4% |
| Participation rate | 93.6% | 74.2%+19.5pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 8.42% | 31.46%-23.0pp | 5156.27%-5147.9pp | 73.15%-64.7pp |
| Employer contribution / active EE | $2,276 | $2,966-23.3% | $4,696-51.5% | $2,343-2.9% |
| Participant deferral / active EE | $4,327 | $5,051-14.3% | $6,247-30.7% | $3,332+29.9% |
| Admin fee / account holder | $700 | $5,421-87.1% | $9,244-92.4% | $4,645-84.9% |