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 | $78,045 | $111,814-30.2% | $103,378-24.5% | $145,978-46.5% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 1.81% | 24.80%-23.0pp | 24.91%-23.1pp | 550.52%-548.7pp |
| Employer contribution / active EE | $2,344 | $4,215-44.4% | $3,870-39.4% | $4,662-49.7% |
| Participant deferral / active EE | $7,976 | $5,618+42.0% | $5,058+57.7% | $6,690+19.2% |
| Admin fee / account holder | $1,650 | $9,764-83.1% | $8,401-80.4% | $13,400-87.7% |