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 | $38,473 | $45,079-14.7% | $69,461-44.6% | $72,983-47.3% |
| Participation rate | 96.0% | 68.5%+27.5pp | 74.6%+21.4pp | 69.5%+26.5pp |
| Annual return | 1.53% | 22.65%-21.1pp | 28.97%-27.4pp | 81.01%-79.5pp |
| Employer contribution / active EE | $2,587 | $2,055+25.9% | $2,779-6.9% | $2,440+6.0% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $910 | $3,056-70.2% | $3,840-76.3% | $5,124-82.2% |