Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $86,414 | $123,793-30.2% | $177,848-51.4% | $79,856+8.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 6.58% | 22.82%-16.2pp | 48.33%-41.7pp | 31.71%-25.1pp |
| Employer contribution / active EE | $4,478 | $4,095+9.3% | $5,919-24.3% | $2,471+81.2% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,276 | $7,243-13.3% | $12,431-49.5% | $5,306+18.3% |