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 | $39,296 | $39,132+0.4% | $57,196-31.3% | $62,881-37.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.35% | 9.24%-8.9pp | 14.59%-14.2pp | 20.14%-19.8pp |
| Employer contribution / active EE | $2,161 | $1,874+15.3% | $2,683-19.4% | $2,281-5.2% |
| Participant deferral / active EE | $3,171 | $2,374+33.6% | $3,096+2.4% | $3,203-1.0% |
| Admin fee / account holder | $1,518 | $2,594-41.5% | $3,141-51.7% | $4,296-64.7% |