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 | $55,810 | $78,682-29.1% | $109,188-48.9% | $85,851-35.0% |
| Participation rate | 83.1% | 68.3%+14.9pp | 75.9%+7.3pp | 69.3%+13.8pp |
| Annual return | 10.55% | 25.09%-14.5pp | 25.76%-15.2pp | 318.63%-308.1pp |
| Employer contribution / active EE | $2,896 | $2,734+6.0% | $3,723-22.2% | $2,565+12.9% |
| Participant deferral / active EE | $5,462 | $3,468+57.5% | $4,654+17.4% | $3,952+38.2% |
| Admin fee / account holder | $8,584 | $5,470+56.9% | $6,755+27.1% | $6,261+37.1% |