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 | $14,680 | $58,627-75.0% | $76,735-80.9% | $82,448-82.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 9.15% | 39.10%-29.9pp | 29.77%-20.6pp | 41.64%-32.5pp |
| Employer contribution / active EE | $2,488 | $1,729+43.9% | $2,454+1.4% | $2,551-2.5% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,351 | $5,323-55.8% | $7,189-67.3% | $7,234-67.5% |