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 | $74,863 | $95,406-21.5% | $185,849-59.7% | $85,847-12.8% |
| Participation rate | 89.3% | 68.8%+20.5pp | 81.7%+7.6pp | 69.3%+20.0pp |
| Annual return | 8.81% | 23.59%-14.8pp | 122.10%-113.3pp | 318.61%-309.8pp |
| Employer contribution / active EE | $1,917 | $3,314-42.1% | $5,169-62.9% | $2,565-25.3% |
| Participant deferral / active EE | $5,127 | $3,424+49.7% | $5,569-7.9% | $3,952+29.7% |
| Admin fee / account holder | $15,455 | $7,214+114.2% | $16,244-4.9% | $6,261+146.9% |