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 | $38,944 | $45,082-13.6% | $69,464-43.9% | $72,975-46.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 3.58% | 22.66%-19.1pp | 28.98%-25.4pp | 81.01%-77.4pp |
| Employer contribution / active EE | $3,363 | $2,055+63.6% | $2,779+21.0% | $2,440+37.8% |
| Participant deferral / active EE | $4,551 | $2,604+74.8% | $3,536+28.7% | $3,608+26.2% |
| Admin fee / account holder | $11,164 | $3,057+265.2% | $3,840+190.7% | $5,124+117.9% |