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 | $70,216 | $138,366-49.3% | $184,185-61.9% | $80,911-13.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.08% | 20.02%-9.9pp | 28.81%-18.7pp | 35.63%-25.6pp |
| Employer contribution / active EE | $2,849 | $4,849-41.2% | $6,426-55.7% | $2,756+3.4% |
| Participant deferral / active EE | $7,541 | $7,074+6.6% | $9,132-17.4% | $4,297+75.5% |
| Admin fee / account holder | $5,598 | $10,484-46.6% | $13,909-59.8% | $6,935-19.3% |