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 | $52,602 | $65,364-19.5% | $92,909-43.4% | $72,975-27.9% |
| Participation rate | 97.2% | 68.3%+28.9pp | 76.0%+21.2pp | 69.5%+27.7pp |
| Annual return | 3.14% | 42.11%-39.0pp | 109.44%-106.3pp | 81.01%-77.9pp |
| Employer contribution / active EE | $4,558 | $2,594+75.7% | $3,653+24.8% | $2,440+86.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,443 | $4,251-42.5% | $5,795-57.8% | $5,124-52.3% |