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 | $61,724 | $97,550-36.7% | $120,344-48.7% | $87,485-29.4% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.7%+14.2pp | 68.9%+22.0pp |
| Annual return | 11.34% | 18.41%-7.1pp | 20.30%-9.0pp | 26.06%-14.7pp |
| Employer contribution / active EE | $1,264 | $2,291-44.8% | $3,020-58.1% | $2,596-51.3% |
| Participant deferral / active EE | $2,543 | $4,230-39.9% | $5,135-50.5% | $4,274-40.5% |
| Admin fee / account holder | $1,293 | $9,543-86.4% | $12,742-89.8% | $7,775-83.4% |