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 | $71,934 | $122,131-41.1% | $189,821-62.1% | $122,131-41.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 86.3%+13.7pp | 75.1%+24.9pp |
| Annual return | 8.88% | 16.17%-7.3pp | 10415.09%-10406.2pp | 16.17%-7.3pp |
| Employer contribution / active EE | $2,861 | $3,608-20.7% | $4,181-31.6% | $3,608-20.7% |
| Participant deferral / active EE | $1,944 | $3,892-50.0% | $4,116-52.8% | $3,892-50.0% |
| Admin fee / account holder | $6,079 | $11,586-47.5% | $8,718-30.3% | $11,586-47.5% |