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 | $50,719 | $54,541-7.0% | $78,778-35.6% | $70,126-27.7% |
| Participation rate | 96.4% | 60.8%+35.6pp | 69.2%+27.2pp | 69.5%+26.9pp |
| Annual return | 3.21% | 21.07%-17.9pp | 35.62%-32.4pp | 73.15%-69.9pp |
| Employer contribution / active EE | $3,639 | $1,089+234.3% | $1,986+83.3% | $2,343+55.3% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,520 | $3,709+48.8% | $5,134+7.5% | $4,645+18.8% |