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 | $82,818 | $88,707-6.6% | $74,185+11.6% | $273,970-69.8% |
| Participation rate | 78.9% | 79.4%-0.5pp | 76.6%+2.3pp | 83.0%-4.1pp |
| Annual return | 1.10% | 11.94%-10.8pp | 17.74%-16.6pp | 41.46%-40.4pp |
| Employer contribution / active EE | $1,291 | $3,159-59.1% | $2,370-45.5% | $4,869-73.5% |
| Participant deferral / active EE | $1,626 | $4,212-61.4% | $3,550-54.2% | $5,287-69.2% |
| Admin fee / account holder | $1,434 | $8,717-83.5% | $5,586-74.3% | $10,132-85.8% |