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 | $81,816 | $67,602+21.0% | $82,312-0.6% | $70,126+16.7% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.8pp |
| Annual return | 8.65% | 21.57%-12.9pp | 25.88%-17.2pp | 73.15%-64.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,752 | $2,987+59.1% | $3,706+28.2% | $3,332+42.6% |
| Admin fee / account holder | $18,389 | $4,512+307.6% | $5,608+227.9% | $4,645+295.8% |