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 | $115,931-44.1% | $185,441-65.0% | $86,983-25.5% |
| Participation rate | 77.4% | 73.6%+3.8pp | 80.3%-2.8pp | 69.5%+7.9pp |
| Annual return | 8.28% | 21.47%-13.2pp | 20.16%-11.9pp | 25.83%-17.6pp |
| Employer contribution / active EE | $1,462 | $2,937-50.2% | $4,672-68.7% | $2,584-43.4% |
| Participant deferral / active EE | $4,768 | $4,551+4.8% | $6,152-22.5% | $4,194+13.7% |
| Admin fee / account holder | $18,828 | $10,687+76.2% | $17,890+5.2% | $7,856+139.7% |