Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $94,907 | $95,453-0.6% | $112,040-15.3% | $82,448+15.1% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.5%+21.4pp | 68.1%+29.8pp |
| Annual return | 0.85% | 23.92%-23.1pp | 24.52%-23.7pp | 41.64%-40.8pp |
| Employer contribution / active EE | $3,139 | $2,318+35.4% | $2,954+6.2% | $2,551+23.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,135 | $9,013-76.3% | $12,098-82.4% | $7,234-70.5% |