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 | $74,055 | $100,194-26.1% | $122,979-39.8% | $86,983-14.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 11.09% | 16.47%-5.4pp | 20.12%-9.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $2,970 | $2,326+27.7% | $3,062-3.0% | $2,584+14.9% |
| Participant deferral / active EE | $3,140 | $4,133-24.0% | $5,003-37.2% | $4,194-25.1% |
| Admin fee / account holder | $19,481 | $10,148+92.0% | $12,864+51.4% | $7,856+148.0% |