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 | $71,554 | $105,200-32.0% | $159,474-55.1% | $85,847-16.6% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.8%+1.4pp | 69.3%+14.9pp |
| Annual return | 7.26% | 45.08%-37.8pp | 263.68%-256.4pp | 318.61%-311.3pp |
| Employer contribution / active EE | $2,738 | $3,319-17.5% | $4,831-43.3% | $2,565+6.7% |
| Participant deferral / active EE | $2,596 | $5,946-56.3% | $7,353-64.7% | $3,952-34.3% |
| Admin fee / account holder | $11,097 | $6,934+60.0% | $10,802+2.7% | $6,261+77.2% |