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 | $67,097 | $54,541+23.0% | $78,778-14.8% | $70,126-4.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 4.67% | 21.07%-16.4pp | 35.62%-30.9pp | 73.15%-68.5pp |
| Employer contribution / active EE | $2,570 | $1,089+136.1% | $1,986+29.4% | $2,343+9.7% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,121 | $3,709+65.1% | $5,134+19.2% | $4,645+31.8% |