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 | $72,236 | $138,366-47.8% | $184,185-60.8% | $80,911-10.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.41% | 20.02%-10.6pp | 28.81%-19.4pp | 35.63%-26.2pp |
| Employer contribution / active EE | $3,792 | $4,849-21.8% | $6,426-41.0% | $2,756+37.6% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,132 | $10,484+15.7% | $13,909-12.8% | $6,935+75.0% |