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 | $65,441 | $39,132+67.2% | $57,196+14.4% | $62,881+4.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.37% | 9.24%-9.6pp | 14.59%-15.0pp | 20.14%-20.5pp |
| Employer contribution / active EE | $3,019 | $1,874+61.1% | $2,683+12.5% | $2,281+32.3% |
| Participant deferral / active EE | $1,195 | $2,374-49.7% | $3,096-61.4% | $3,203-62.7% |
| Admin fee / account holder | $4,402 | $2,594+69.7% | $3,141+40.2% | $4,296+2.5% |