Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,724 | $106,749-39.4% | $145,433-55.5% | $82,448-21.5% |
| Participation rate | 97.4% | 75.6%+21.7pp | 82.1%+15.2pp | 68.1%+29.3pp |
| Annual return | 13.22% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,297 | $3,444-62.3% | $4,554-71.5% | $2,551-49.1% |
| Participant deferral / active EE | $5,870 | $6,519-10.0% | $7,897-25.7% | $4,139+41.8% |
| Admin fee / account holder | $2,474 | $8,390-70.5% | $13,129-81.2% | $7,234-65.8% |