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 | $39,295 | $93,598-58.0% | $135,974-71.1% | $75,173-47.7% |
| Participation rate | 90.7% | 75.2%+15.5pp | 81.9%+8.8pp | 67.2%+23.5pp |
| Annual return | 8.11% | 30.89%-22.8pp | 68.30%-60.2pp | 160.72%-152.6pp |
| Employer contribution / active EE | $1,395 | $3,538-60.6% | $4,859-71.3% | $2,671-47.8% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,744 | $6,978-75.0% | $10,767-83.8% | $5,651-69.1% |