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 | $24,943 | $55,902-55.4% | $76,030-67.2% | $80,959-69.2% |
| Participation rate | 96.4% | 62.1%+34.4pp | 69.1%+27.4pp | 67.7%+28.8pp |
| Annual return | 6.06% | 20.59%-14.5pp | 361.54%-355.5pp | 35.67%-29.6pp |
| Employer contribution / active EE | $3,199 | $1,867+71.4% | $2,688+19.0% | $2,757+16.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,932 | $5,239-44.0% | $6,421-54.3% | $6,925-57.7% |