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 | $69,719 | $106,749-34.7% | $145,433-52.1% | $82,448-15.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.02% | 27.59%-14.6pp | 66.58%-53.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,828 | $3,444-17.9% | $4,554-37.9% | $2,551+10.9% |
| Participant deferral / active EE | $3,378 | $6,519-48.2% | $7,897-57.2% | $4,139-18.4% |
| Admin fee / account holder | $7,418 | $8,390-11.6% | $13,129-43.5% | $7,234+2.5% |