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 | $34,538 | $54,757-36.9% | $90,304-61.8% | $72,975-52.7% |
| Participation rate | 92.1% | 65.2%+26.9pp | 73.3%+18.8pp | 69.5%+22.6pp |
| Annual return | 6.08% | 30.63%-24.6pp | 78.13%-72.1pp | 81.01%-74.9pp |
| Employer contribution / active EE | $3,665 | $2,093+75.1% | $2,855+28.4% | $2,440+50.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $443 | $3,973-88.8% | $5,354-91.7% | $5,124-91.4% |