Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $57,327 | $81,331-29.5% | $155,534-63.1% | $80,935-29.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 4.18% | 33.37%-29.2pp | 64.92%-60.7pp | 35.66%-31.5pp |
| Employer contribution / active EE | $2,301 | $3,105-25.9% | $4,675-50.8% | $2,757-16.5% |
| Participant deferral / active EE | $6,516 | $3,454+88.6% | $5,630+15.7% | $4,299+51.6% |
| Admin fee / account holder | $36,528 | $7,999+356.6% | $15,900+129.7% | $6,924+427.5% |