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 | $56,364 | $52,639+7.1% | $185,117-69.6% | $62,293-9.5% |
| Participation rate | 95.0% | 63.9%+31.1pp | 77.3%+17.7pp | 69.5%+25.5pp |
| Annual return | 14.03% | 19.57%-5.5pp | 40.50%-26.5pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,215 | $1,483-18.0% | $4,182-70.9% | $2,042-40.5% |
| Participant deferral / active EE | $3,880 | $3,097+25.3% | $5,045-23.1% | $3,169+22.4% |
| Admin fee / account holder | $2,133 | $374+470.8% | $8,159-73.9% | $479+344.9% |