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 | $86,395 | $145,431-40.6% | $211,142-59.1% | $87,485-1.2% |
| Participation rate | 76.0% | 84.7%-8.7pp | 87.3%-11.3pp | 68.9%+7.1pp |
| Annual return | 9.47% | 27.21%-17.7pp | 46.84%-37.4pp | 26.06%-16.6pp |
| Employer contribution / active EE | $1,882 | $4,662-59.6% | $6,442-70.8% | $2,596-27.5% |
| Participant deferral / active EE | $5,304 | $6,859-22.7% | $9,284-42.9% | $4,274+24.1% |
| Admin fee / account holder | $31,834 | $17,052+86.7% | $19,076+66.9% | $7,775+309.5% |