Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $37,055 | $91,424-59.5% | $135,942-72.7% | $71,495-48.2% |
| Participation rate | 95.1% | 75.7%+19.5pp | 81.9%+13.2pp | 67.9%+27.2pp |
| Annual return | 6.16% | 29.90%-23.7pp | 68.28%-62.1pp | 28.85%-22.7pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $10,959 | $7,092+54.5% | $7,759+41.2% | $4,291+155.4% |
| Admin fee / account holder | $1,353 | $1,266+6.9% | $10,764-87.4% | $1,588-14.8% |