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 | $59,940 | $153,769-61.0% | $133,975-55.3% | $273,972-78.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.93% | 36.51%-34.6pp | 29.29%-27.4pp | 41.46%-39.5pp |
| Employer contribution / active EE | $12,864 | $6,029+113.4% | $5,211+146.9% | $4,869+164.2% |
| Participant deferral / active EE | $9,243 | $6,958+32.8% | $6,282+47.1% | $5,287+74.8% |
| Admin fee / account holder | $600 | $11,765-94.9% | $9,324-93.6% | $10,133-94.1% |