Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $147,561 | $78,027+89.1% | $178,528-17.3% | $80,925+82.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 2.50% | 18.09%-15.6pp | 27.11%-24.6pp | 35.65%-33.1pp |
| Employer contribution / active EE | $1,126 | $2,281-50.7% | $3,950-71.5% | $2,756-59.2% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,062 | $7,168-15.4% | $10,419-41.8% | $6,940-12.7% |