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 | $59,436 | $77,358-23.2% | $102,184-41.8% | $87,485-32.1% |
| Participation rate | 97.9% | 78.7%+19.2pp | 82.6%+15.3pp | 68.9%+28.9pp |
| Annual return | 9.24% | 41.11%-31.9pp | 31.58%-22.3pp | 26.06%-16.8pp |
| Employer contribution / active EE | $106 | $2,562-95.8% | $3,594-97.0% | $2,596-95.9% |
| Participant deferral / active EE | $0 | $6,753-100.0% | $8,309-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,070 | $6,809-84.3% | $11,609-90.8% | $7,775-86.2% |