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 | $96,070 | $143,969-33.3% | $199,883-51.9% | $82,637+16.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 12.54% | 25.67%-13.1pp | 43.81%-31.3pp | 53.51%-41.0pp |
| Employer contribution / active EE | $5,369 | $4,632+15.9% | $6,261-14.2% | $2,552+110.4% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,437 | $14,597-35.4% | $17,268-45.3% | $7,339+28.6% |