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 | $69,198 | $77,638-10.9% | $156,551-55.8% | $62,881+10.0% |
| Participation rate | 86.0% | 71.2%+14.8pp | 84.0%+2.0pp | 69.3%+16.7pp |
| Annual return | 2.19% | 50.33%-48.1pp | 32.23%-30.0pp | 20.14%-18.0pp |
| Employer contribution / active EE | $1,808 | $3,444-47.5% | $5,501-67.1% | $2,281-20.7% |
| Participant deferral / active EE | $1,162 | $3,046-61.9% | $4,871-76.2% | $3,203-63.7% |
| Admin fee / account holder | $13,939 | $5,561+150.6% | $13,028+7.0% | $4,296+224.5% |