Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $74,019 | $87,106-15.0% | $105,607-29.9% | $80,935-8.5% |
| Participation rate | 97.9% | 70.4%+27.5pp | 75.3%+22.6pp | 67.7%+30.3pp |
| Annual return | 2.02% | 17.01%-15.0pp | 116.11%-114.1pp | 35.66%-33.6pp |
| Employer contribution / active EE | $2,180 | $2,396-9.0% | $3,167-31.2% | $2,757-20.9% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,182 | $8,447-38.7% | $10,958-52.7% | $6,924-25.2% |