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 | $68,741 | $105,198-34.7% | $159,455-56.9% | $85,856-19.9% |
| Participation rate | 75.4% | 75.8%-0.4pp | 82.8%-7.4pp | 69.3%+6.1pp |
| Annual return | 11.41% | 45.08%-33.7pp | 263.63%-252.2pp | 318.58%-307.2pp |
| Employer contribution / active EE | $1,533 | $3,319-53.8% | $4,830-68.3% | $2,565-40.2% |
| Participant deferral / active EE | $3,419 | $5,946-42.5% | $7,353-53.5% | $3,952-13.5% |
| Admin fee / account holder | $5,638 | $6,934-18.7% | $10,800-47.8% | $6,261-9.9% |