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 | $84,414 | $47,848+76.4% | $81,473+3.6% | $70,126+20.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 10.94% | 27.25%-16.3pp | 38.78%-27.8pp | 73.15%-62.2pp |
| Employer contribution / active EE | $938 | $1,527-38.6% | $2,568-63.5% | $2,343-60.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,246 | $3,145+162.2% | $4,561+80.8% | $4,645+77.5% |