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 | $60,007 | $115,931-48.2% | $185,441-67.6% | $86,983-31.0% |
| Participation rate | 85.0% | 73.6%+11.4pp | 80.3%+4.7pp | 69.5%+15.5pp |
| Annual return | 11.13% | 21.47%-10.3pp | 20.16%-9.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $3,777 | $2,937+28.6% | $4,672-19.2% | $2,584+46.1% |
| Participant deferral / active EE | $4,079 | $4,551-10.4% | $6,152-33.7% | $4,194-2.7% |
| Admin fee / account holder | $9,567 | $10,687-10.5% | $17,890-46.5% | $7,856+21.8% |