Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $72,399 | $63,082+14.8% | $81,716-11.4% | $79,852-9.3% |
| Participation rate | 98.4% | 67.5%+30.9pp | 72.0%+26.4pp | 69.6%+28.8pp |
| Annual return | 2.34% | 22.66%-20.3pp | 29.49%-27.2pp | 31.72%-29.4pp |
| Employer contribution / active EE | $3,371 | $1,795+87.7% | $4,310-21.8% | $2,471+36.4% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,773 | $4,428-14.8% | $5,159-26.9% | $5,306-28.9% |