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 | $63,128 | $76,407-17.4% | $150,298-58.0% | $82,448-23.4% |
| Participation rate | 78.4% | 66.4%+12.0pp | 77.8%+0.6pp | 68.1%+10.3pp |
| Annual return | 6.07% | 39.99%-33.9pp | 62.79%-56.7pp | 41.64%-35.6pp |
| Employer contribution / active EE | $2,234 | $2,614-14.5% | $4,154-46.2% | $2,551-12.4% |
| Participant deferral / active EE | $2,907 | $3,214-9.6% | $5,453-46.7% | $4,139-29.8% |
| Admin fee / account holder | $2,823 | $6,352-55.6% | $14,116-80.0% | $7,234-61.0% |