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 | $33,757 | $123,155-72.6% | $108,753-69.0% | $155,188-78.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 1.93% | 44.73%-42.8pp | 37.47%-35.5pp | 148.84%-146.9pp |
| Employer contribution / active EE | $2,056 | $2,811-26.9% | $2,427-15.3% | $4,248-51.6% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $11,308 | $12,126-6.7% | $10,320+9.6% | $14,480-21.9% |