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 | $72,687 | $101,778-28.6% | $164,975-55.9% | $80,925-10.2% |
| Participation rate | 92.0% | 71.8%+20.2pp | 78.6%+13.4pp | 67.7%+24.3pp |
| Annual return | 10.45% | 16.73%-6.3pp | 70.12%-59.7pp | 35.65%-25.2pp |
| Employer contribution / active EE | $5,190 | $2,954+75.7% | $4,343+19.5% | $2,756+88.3% |
| Participant deferral / active EE | $2,311 | $4,477-48.4% | $6,033-61.7% | $4,299-46.2% |
| Admin fee / account holder | $33,000 | $8,221+301.4% | $12,688+160.1% | $6,940+375.5% |