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 | $39,077 | $59,123-33.9% | $77,183-49.4% | $75,181-48.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 7.84% | 26.72%-18.9pp | 37.89%-30.1pp | 160.69%-152.8pp |
| Employer contribution / active EE | $2,162 | $1,996+8.3% | $2,534-14.7% | $2,671-19.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,864 | $4,776+85.6% | $5,475+61.9% | $5,650+56.9% |