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 | $80,782 | $73,978+9.2% | $96,515-16.3% | $75,173+7.5% |
| Participation rate | 72.4% | 66.4%+6.0pp | 74.3%-1.9pp | 67.2%+5.2pp |
| Annual return | 12.68% | 26.72%-14.0pp | 35.73%-23.0pp | 160.72%-148.0pp |
| Employer contribution / active EE | $1,163 | $2,931-60.3% | $3,740-68.9% | $2,671-56.5% |
| Participant deferral / active EE | $3,469 | $3,660-5.2% | $4,880-28.9% | $4,126-15.9% |
| Admin fee / account holder | $35,878 | $5,219+587.5% | $6,735+432.7% | $5,651+534.9% |