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 | $46,527 | $45,043+3.3% | $63,005-26.2% | $70,124-33.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.14% | 18.76%-8.6pp | 87.59%-77.5pp | 73.14%-63.0pp |
| Employer contribution / active EE | $2,316 | $2,052+12.9% | $2,760-16.1% | $2,342-1.1% |
| Participant deferral / active EE | $3,119 | $2,466+26.5% | $3,329-6.3% | $3,332-6.4% |
| Admin fee / account holder | $10,065 | $2,833+255.3% | $3,599+179.6% | $4,645+116.7% |