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 | $60,781 | $58,493+3.9% | $84,023-27.7% | $72,976-16.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 2.95% | 28.93%-26.0pp | 71.32%-68.4pp | 81.02%-78.1pp |
| Employer contribution / active EE | $2,456 | $1,163+111.2% | $1,984+23.8% | $2,440+0.7% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,483 | $4,569-67.5% | $6,102-75.7% | $5,124-71.1% |