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 | $61,718 | $76,367-19.2% | $93,614-34.1% | $72,983-15.4% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.5%+5.5pp |
| Annual return | 15.20% | 25.82%-10.6pp | 32.76%-17.6pp | 81.01%-65.8pp |
| Employer contribution / active EE | $2,290 | $2,275+0.6% | $2,718-15.8% | $2,440-6.2% |
| Participant deferral / active EE | $4,826 | $3,538+36.4% | $4,069+18.6% | $3,608+33.8% |
| Admin fee / account holder | $3,355 | $6,838-50.9% | $7,889-57.5% | $5,124-34.5% |