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 | $32,241 | $54,763-41.1% | $90,324-64.3% | $72,976-55.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 3.54% | 30.63%-27.1pp | 78.15%-74.6pp | 81.02%-77.5pp |
| Employer contribution / active EE | $5,921 | $2,093+182.9% | $2,856+107.3% | $2,440+142.7% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,873 | $3,973-52.9% | $5,356-65.0% | $5,124-63.5% |