Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,498 | $93,617-36.4% | $135,982-56.2% | $75,177-20.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.71% | 30.89%-17.2pp | 68.32%-54.6pp | 160.75%-147.0pp |
| Employer contribution / active EE | $1,899 | $3,538-46.3% | $4,859-60.9% | $2,671-28.9% |
| Participant deferral / active EE | $5,979 | $6,406-6.7% | $7,760-23.0% | $4,126+44.9% |
| Admin fee / account holder | $4,749 | $6,980-32.0% | $10,767-55.9% | $5,651-16.0% |