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 | $83,563 | $86,938-3.9% | $102,423-18.4% | $80,925+3.3% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.7%+25.0pp |
| Annual return | 9.73% | 18.89%-9.2pp | 29.42%-19.7pp | 35.65%-25.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,842 | $4,120-31.0% | $5,054-43.8% | $4,299-33.9% |
| Admin fee / account holder | $4,360 | $8,053-45.9% | $9,455-53.9% | $6,940-37.2% |