Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $51,628 | $59,839-13.7% | $81,988-37.0% | $79,858-35.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 0.21% | 17.56%-17.3pp | 41.31%-41.1pp | 31.72%-31.5pp |
| Employer contribution / active EE | $4,439 | $1,713+159.1% | $2,498+77.7% | $2,471+79.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $21,168 | $4,287+393.8% | $5,665+273.7% | $5,306+299.0% |