Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $63,542 | $78,707-19.3% | $117,861-46.1% | $70,126-9.4% |
| Participation rate | 98.6% | 73.2%+25.4pp | 79.7%+19.0pp | 69.5%+29.1pp |
| Annual return | 10.33% | 23.30%-13.0pp | 335.11%-324.8pp | 73.15%-62.8pp |
| Employer contribution / active EE | $2,428 | $2,223+9.2% | $3,786-35.9% | $2,343+3.7% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,593 | $5,066-68.6% | $8,021-80.1% | $4,645-65.7% |