Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,245 | $39,132-9.9% | $57,196-38.4% | $62,881-43.9% |
| Participation rate | 96.3% | 70.5%+25.8pp | 75.3%+21.0pp | 69.3%+27.0pp |
| Annual return | 0.59% | 9.24%-8.7pp | 14.59%-14.0pp | 20.14%-19.6pp |
| Employer contribution / active EE | $1,286 | $1,874-31.4% | $2,683-52.1% | $2,281-43.6% |
| Participant deferral / active EE | $1,773 | $2,374-25.3% | $3,096-42.7% | $3,203-44.6% |
| Admin fee / account holder | $1,310 | $2,594-49.5% | $3,141-58.3% | $4,296-69.5% |