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 | $59,742 | $43,075+38.7% | $74,577-19.9% | $62,881-5.0% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 4.14% | 17.50%-13.4pp | 20.47%-16.3pp | 20.14%-16.0pp |
| Employer contribution / active EE | $3,337 | $1,498+122.8% | $2,525+32.1% | $2,281+46.3% |
| Participant deferral / active EE | $3,918 | $2,389+64.0% | $3,458+13.3% | $3,203+22.3% |
| Admin fee / account holder | $2,048 | $2,840-27.9% | $4,138-50.5% | $4,296-52.3% |