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 | $67,242 | $77,638-13.4% | $156,551-57.0% | $62,881+6.9% |
| Participation rate | 97.5% | 71.2%+26.3pp | 84.0%+13.5pp | 69.3%+28.2pp |
| Annual return | 3.52% | 50.33%-46.8pp | 32.23%-28.7pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,136 | $3,444-67.0% | $5,501-79.4% | $2,281-50.2% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $30,502 | $5,561+448.5% | $13,028+134.1% | $4,296+610.0% |