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 | $67,000 | $76,551-12.5% | $123,894-45.9% | $62,881+6.6% |
| Participation rate | 98.0% | 73.0%+25.0pp | 81.4%+16.6pp | 69.3%+28.7pp |
| Annual return | 0.84% | 18.68%-17.8pp | 47.52%-46.7pp | 20.14%-19.3pp |
| Employer contribution / active EE | $4,271 | $2,882+48.2% | $4,617-7.5% | $2,281+87.2% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,179 | $4,826-75.6% | $8,357-85.9% | $4,296-72.6% |