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 | $66,428 | $67,894-2.2% | $89,340-25.6% | $82,448-19.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 4.30% | 19.21%-14.9pp | 20.57%-16.3pp | 41.64%-37.3pp |
| Employer contribution / active EE | $7,164 | $1,828+292.0% | $2,231+221.1% | $2,551+180.8% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,454 | $5,723-22.2% | $6,704-33.6% | $7,234-38.4% |