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 | $52,946 | $81,947-35.4% | $105,387-49.8% | $72,983-27.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 1.52% | 42.90%-41.4pp | 26.82%-25.3pp | 81.01%-79.5pp |
| Employer contribution / active EE | $3,884 | $3,468+12.0% | $4,213-7.8% | $2,440+59.2% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,626 | $6,258+53.8% | $6,559+46.8% | $5,124+87.9% |