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 | $64,914 | $48,364+34.2% | $71,796-9.6% | $62,881+3.2% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 2.60% | 13.16%-10.6pp | 78.04%-75.4pp | 20.14%-17.5pp |
| Employer contribution / active EE | $631 | $1,042-39.5% | $1,924-67.2% | $2,281-72.3% |
| Participant deferral / active EE | $4,039 | $2,091+93.2% | $2,794+44.6% | $3,203+26.1% |
| Admin fee / account holder | $1,251 | $3,771-66.8% | $4,815-74.0% | $4,296-70.9% |