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 | $38,115 | $54,541-30.1% | $78,778-51.6% | $70,126-45.6% |
| Participation rate | 75.9% | 60.8%+15.1pp | 69.2%+6.7pp | 69.5%+6.3pp |
| Annual return | 12.17% | 21.07%-8.9pp | 35.62%-23.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,853 | $2,210+29.1% | $2,958-3.6% | $3,332-14.4% |
| Admin fee / account holder | $1,898 | $3,709-48.8% | $5,134-63.0% | $4,645-59.1% |