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 | $39,593 | $107,733-63.2% | $92,985-57.4% | $154,746-74.4% |
| Participation rate | 81.8% | 74.6%+7.3pp | 69.5%+12.3pp | 80.7%+1.1pp |
| Annual return | 3.55% | 30.39%-26.8pp | 27.99%-24.4pp | 172.34%-168.8pp |
| Employer contribution / active EE | $4,637 | $3,126+48.3% | $2,662+74.2% | $4,379+5.9% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,881 | $11,369-21.9% | $9,463-6.2% | $14,365-38.2% |