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 | $48,324 | $109,359-55.8% | $162,185-70.2% | $72,976-33.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 9.10% | 25.46%-16.4pp | 115.61%-106.5pp | 81.02%-71.9pp |
| Employer contribution / active EE | $2,212 | $3,907-43.4% | $5,613-60.6% | $2,440-9.4% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,295 | $7,972-83.8% | $10,844-88.1% | $5,124-74.7% |