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 | $34,849 | $45,041-22.6% | $63,003-44.7% | $70,131-50.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.40% | 18.76%-8.4pp | 87.59%-77.2pp | 73.14%-62.7pp |
| Employer contribution / active EE | $2,765 | $2,052+34.7% | $2,760+0.2% | $2,342+18.0% |
| Participant deferral / active EE | $1,717 | $2,465-30.3% | $3,329-48.4% | $3,332-48.5% |
| Admin fee / account holder | $839 | $2,836-70.4% | $3,600-76.7% | $4,645-81.9% |