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 | $56,902 | $64,920-12.4% | $103,693-45.1% | $86,983-34.6% |
| Participation rate | 92.3% | 63.6%+28.7pp | 72.6%+19.7pp | 69.5%+22.8pp |
| Annual return | 9.13% | 30.29%-21.2pp | 47.61%-38.5pp | 25.83%-16.7pp |
| Employer contribution / active EE | $1,147 | $2,141-46.4% | $2,920-60.7% | $2,584-55.6% |
| Participant deferral / active EE | $3,838 | $3,241+18.4% | $4,579-16.2% | $4,194-8.5% |
| Admin fee / account holder | $8,548 | $6,191+38.1% | $7,858+8.8% | $7,856+8.8% |