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 | $37,715 | $78,690-52.1% | $161,489-76.6% | $87,485-56.9% |
| Participation rate | 89.7% | 67.5%+22.2pp | 78.7%+11.0pp | 68.9%+20.7pp |
| Annual return | 11.79% | 32.74%-20.9pp | 89.72%-77.9pp | 26.06%-14.3pp |
| Employer contribution / active EE | $2,010 | $2,588-22.3% | $4,268-52.9% | $2,596-22.6% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $853 | $6,724-87.3% | $16,006-94.7% | $7,775-89.0% |