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 | $70,344 | $81,504-13.7% | $102,437-31.3% | $80,959-13.1% |
| Participation rate | 83.8% | 66.9%+16.9pp | 74.5%+9.3pp | 67.7%+16.1pp |
| Annual return | 9.18% | 25.60%-16.4pp | 24.95%-15.8pp | 35.67%-26.5pp |
| Employer contribution / active EE | $4,611 | $3,104+48.6% | $3,871+19.1% | $2,757+67.2% |
| Participant deferral / active EE | $3,519 | $3,871-9.1% | $5,060-30.5% | $4,300-18.2% |
| Admin fee / account holder | $3,351 | $6,719-50.1% | $8,388-60.0% | $6,925-51.6% |