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 | $39,354 | $77,574-49.3% | $108,753-63.8% | $86,983-54.8% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 4.28% | 18.42%-14.1pp | 37.47%-33.2pp | 25.83%-21.5pp |
| Employer contribution / active EE | $4,633 | $1,611+187.7% | $2,427+90.9% | $2,584+79.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $10,504 | $6,529+60.9% | $10,320+1.8% | $7,856+33.7% |