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 | $77,338 | $124,314-37.8% | $109,163-29.2% | $167,518-53.8% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 4.70% | 26.04%-21.3pp | 25.75%-21.1pp | 478.71%-474.0pp |
| Employer contribution / active EE | $4,616 | $4,209+9.7% | $3,723+24.0% | $4,838-4.6% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,384 | $7,973-32.5% | $6,754-20.3% | $12,312-56.3% |