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 | $60,675 | $58,099+4.4% | $76,872-21.1% | $75,173-19.3% |
| Participation rate | 83.8% | 63.9%+19.9pp | 69.6%+14.2pp | 67.2%+16.6pp |
| Annual return | 10.62% | 26.71%-16.1pp | 37.90%-27.3pp | 160.72%-150.1pp |
| Employer contribution / active EE | $2,747 | $1,996+37.6% | $2,533+8.4% | $2,671+2.8% |
| Participant deferral / active EE | $4,636 | $2,999+54.6% | $3,832+21.0% | $4,126+12.4% |
| Admin fee / account holder | $27,669 | $4,778+479.1% | $5,476+405.3% | $5,651+389.7% |