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 | $81,211 | $106,524-23.8% | $152,301-46.7% | $87,485-7.2% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.4%+11.6pp | 68.9%+25.1pp |
| Annual return | 12.44% | 26.89%-14.4pp | 80.50%-68.1pp | 26.06%-13.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,786 | $6,525+19.3% | $8,004-2.7% | $4,274+82.2% |
| Admin fee / account holder | $12,861 | $8,287+55.2% | $14,398-10.7% | $7,775+65.4% |