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 | $75,455 | $81,446-7.4% | $103,374-27.0% | $80,874-6.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 5.26% | 25.57%-20.3pp | 24.89%-19.6pp | 35.62%-30.4pp |
| Employer contribution / active EE | $3,695 | $3,107+18.9% | $3,869-4.5% | $2,756+34.1% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,212 | $6,715-81.9% | $8,394-85.6% | $6,935-82.5% |