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 | $127,391 | $106,524+19.6% | $152,301-16.4% | $87,485+45.6% |
| Participation rate | 79.6% | 75.8%+3.9pp | 82.4%-2.8pp | 68.9%+10.7pp |
| Annual return | 4.92% | 26.89%-22.0pp | 80.50%-75.6pp | 26.06%-21.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,010 | $6,525+22.8% | $8,004+0.1% | $4,274+87.4% |
| Admin fee / account holder | $4,297 | $8,287-48.2% | $14,398-70.2% | $7,775-44.7% |