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 | $64,818 | $110,137-41.1% | $161,149-59.8% | $82,637-21.6% |
| Participation rate | 77.4% | 72.4%+5.1pp | 78.8%-1.4pp | 68.1%+9.4pp |
| Annual return | 8.28% | 20.69%-12.4pp | 21.16%-12.9pp | 53.51%-45.2pp |
| Employer contribution / active EE | $1,462 | $2,856-48.8% | $4,360-66.5% | $2,552-42.7% |
| Participant deferral / active EE | $4,768 | $4,575+4.2% | $6,153-22.5% | $4,126+15.6% |
| Admin fee / account holder | $18,828 | $9,467+98.9% | $15,194+23.9% | $7,339+156.6% |