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 | $56,762 | $76,407-25.7% | $150,298-62.2% | $82,448-31.2% |
| Participation rate | 97.4% | 66.4%+31.0pp | 77.8%+19.6pp | 68.1%+29.3pp |
| Annual return | 10.67% | 39.99%-29.3pp | 62.79%-52.1pp | 41.64%-31.0pp |
| Employer contribution / active EE | $2,938 | $2,614+12.4% | $4,154-29.3% | $2,551+15.2% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,795 | $6,352-40.2% | $14,116-73.1% | $7,234-47.5% |