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 | $92,293 | $97,648-5.5% | $121,663-24.1% | $87,485+5.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 4.71% | 18.03%-13.3pp | 147.54%-142.8pp | 26.06%-21.3pp |
| Employer contribution / active EE | $5,294 | $2,300+130.1% | $3,020+75.3% | $2,596+103.9% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,924 | $11,100-1.6% | $14,289-23.5% | $7,775+40.5% |