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 | $55,413 | $68,880-19.6% | $120,580-54.0% | $80,959-31.6% |
| Participation rate | 71.9% | 61.7%+10.2pp | 72.0%-0.1pp | 67.7%+4.2pp |
| Annual return | 10.06% | 23.68%-13.6pp | 107.48%-97.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,903 | $2,066-7.9% | $3,469-45.1% | $2,757-31.0% |
| Participant deferral / active EE | $1,710 | $3,191-46.4% | $4,995-65.8% | $4,300-60.2% |
| Admin fee / account holder | $7,939 | $5,785+37.2% | $9,418-15.7% | $6,925+14.6% |