Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $60,174 | $49,249+22.2% | $70,476-14.6% | $79,852-24.6% |
| Participation rate | 79.6% | 69.2%+10.4pp | 75.1%+4.5pp | 69.6%+10.0pp |
| Annual return | 3.56% | 30.09%-26.5pp | 109.12%-105.6pp | 31.72%-28.2pp |
| Employer contribution / active EE | $1,879 | $2,100-10.5% | $2,738-31.4% | $2,471-24.0% |
| Participant deferral / active EE | $3,078 | $2,769+11.2% | $3,710-17.0% | $3,740-17.7% |
| Admin fee / account holder | $2,395 | $2,878-16.8% | $3,847-37.7% | $5,306-54.9% |