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 | $66,740 | $97,550-31.6% | $120,344-44.5% | $87,485-23.7% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.7%+19.3pp | 68.9%+27.1pp |
| Annual return | 11.11% | 18.41%-7.3pp | 20.30%-9.2pp | 26.06%-15.0pp |
| Employer contribution / active EE | $1,493 | $2,291-34.8% | $3,020-50.6% | $2,596-42.5% |
| Participant deferral / active EE | $2,963 | $4,230-29.9% | $5,135-42.3% | $4,274-30.7% |
| Admin fee / account holder | $9,861 | $9,543+3.3% | $12,742-22.6% | $7,775+26.8% |