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 | $72,135 | $81,208-11.2% | $98,920-27.1% | $79,856-9.7% |
| Participation rate | 88.5% | 72.5%+16.0pp | 76.0%+12.4pp | 69.6%+18.8pp |
| Annual return | 9.38% | 60.99%-51.6pp | 196.47%-187.1pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,661 | $1,960-15.3% | $2,689-38.3% | $2,471-32.8% |
| Participant deferral / active EE | $2,321 | $3,265-28.9% | $4,245-45.3% | $3,741-38.0% |
| Admin fee / account holder | $8,677 | $6,013+44.3% | $6,643+30.6% | $5,306+63.5% |