Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,173 | $90,486-40.1% | $78,676-31.1% | $273,972-80.2% |
| Participation rate | 91.3% | 76.5%+14.8pp | 73.6%+17.7pp | 83.0%+8.3pp |
| Annual return | 1.93% | 75.62%-73.7pp | 62.19%-60.3pp | 41.46%-39.5pp |
| Employer contribution / active EE | $10,820 | $3,175+240.8% | $2,850+279.7% | $4,869+122.2% |
| Participant deferral / active EE | $6,712 | $3,901+72.0% | $3,517+90.9% | $5,287+26.9% |
| Admin fee / account holder | $18,645 | $5,263+254.2% | $4,510+313.4% | $10,133+84.0% |