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 | $73,945 | $101,798-27.4% | $165,071-55.2% | $80,935-8.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.32% | 16.73%-6.4pp | 70.17%-59.9pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,740 | $2,954-41.1% | $4,347-60.0% | $2,757-36.9% |
| Participant deferral / active EE | $4,200 | $4,476-6.2% | $6,035-30.4% | $4,299-2.3% |
| Admin fee / account holder | $5,138 | $8,221-37.5% | $12,695-59.5% | $6,924-25.8% |