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 | $48,313 | $63,365-23.8% | $91,994-47.5% | $72,976-33.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 5.55% | 35.35%-29.8pp | 69.04%-63.5pp | 81.02%-75.5pp |
| Employer contribution / active EE | $1,646 | $2,116-22.2% | $3,453-52.3% | $2,440-32.5% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,924-100.0% | $3,608-100.0% |
| Admin fee / account holder | $541 | $4,670-88.4% | $7,744-93.0% | $5,124-89.4% |