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 | $133,310 | $76,371+74.6% | $93,621+42.4% | $72,976+82.7% |
| Participation rate | 73.1% | 71.8%+1.3pp | 75.8%-2.8pp | 69.5%+3.6pp |
| Annual return | 15.24% | 25.82%-10.6pp | 32.76%-17.5pp | 81.02%-65.8pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,593 | $3,538-26.7% | $4,070-36.3% | $3,608-28.1% |
| Admin fee / account holder | $1,548 | $6,839-77.4% | $7,890-80.4% | $5,124-69.8% |