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 | $35,862 | $177,156-79.8% | $147,027-75.6% | $154,746-76.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 4.03% | 21.94%-17.9pp | 20.23%-16.2pp | 172.34%-168.3pp |
| Employer contribution / active EE | $1,898 | $4,336-56.2% | $3,626-47.7% | $4,379-56.7% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,933 | $14,904-46.8% | $12,223-35.1% | $14,365-44.8% |