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 | $71,012 | $106,524-33.3% | $152,301-53.4% | $87,485-18.8% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.4%-1.0pp | 68.9%+12.5pp |
| Annual return | 13.75% | 26.89%-13.1pp | 80.50%-66.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $2,381 | $3,371-29.4% | $4,624-48.5% | $2,596-8.3% |
| Participant deferral / active EE | $4,555 | $6,525-30.2% | $8,004-43.1% | $4,274+6.6% |
| Admin fee / account holder | $4,544 | $8,287-45.2% | $14,398-68.4% | $7,775-41.6% |