Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,901 | $51,222+13.0% | $70,544-17.9% | $75,173-23.0% |
| Participation rate | 89.3% | 61.0%+28.3pp | 68.4%+20.9pp | 67.2%+22.1pp |
| Annual return | 11.41% | 30.06%-18.7pp | 32.79%-21.4pp | 160.72%-149.3pp |
| Employer contribution / active EE | $3,652 | $1,827+99.9% | $2,976+22.7% | $2,671+36.7% |
| Participant deferral / active EE | $6,230 | $2,850+118.6% | $4,568+36.4% | $4,126+51.0% |
| Admin fee / account holder | $1,958 | $4,096-52.2% | $6,427-69.5% | $5,651-65.3% |