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 | $70,687 | $115,814-39.0% | $101,275-30.2% | $158,982-55.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 3.00% | 56.16%-53.2pp | 46.48%-43.5pp | 302.99%-300.0pp |
| Employer contribution / active EE | $5,187 | $4,176+24.2% | $3,660+41.7% | $4,763+8.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,558 | $7,249-37.1% | $5,948-23.4% | $11,252-59.5% |