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 | $61,898 | $106,749-42.0% | $145,433-57.4% | $82,448-24.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.94% | 27.59%-15.7pp | 66.58%-54.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,733 | $3,444-20.7% | $4,554-40.0% | $2,551+7.1% |
| Participant deferral / active EE | $2,566 | $6,519-60.6% | $7,897-67.5% | $4,139-38.0% |
| Admin fee / account holder | $818 | $8,390-90.3% | $13,129-93.8% | $7,234-88.7% |