Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,559 | $78,670-17.9% | $109,173-40.9% | $85,847-24.8% |
| Participation rate | 98.2% | 68.3%+29.9pp | 75.9%+22.3pp | 69.3%+28.9pp |
| Annual return | 6.54% | 25.09%-18.6pp | 25.75%-19.2pp | 318.61%-312.1pp |
| Employer contribution / active EE | $7,240 | $2,734+164.8% | $3,723+94.5% | $2,565+182.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,478 | $5,469-54.7% | $6,755-63.3% | $6,261-60.4% |