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 | $69,205 | $83,485-17.1% | $125,195-44.7% | $72,976-5.2% |
| Participation rate | 75.6% | 73.3%+2.3pp | 79.8%-4.2pp | 69.5%+6.1pp |
| Annual return | 3.32% | 25.77%-22.4pp | 43.79%-40.5pp | 81.02%-77.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $439 | $5,518-92.0% | $9,704-95.5% | $5,124-91.4% |