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 | $20,158 | $56,894-64.6% | $84,753-76.2% | $62,881-67.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.85% | 6.30%-2.5pp | 22.78%-18.9pp | 20.14%-16.3pp |
| Employer contribution / active EE | $2,949 | $2,400+22.9% | $3,574-17.5% | $2,281+29.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,228 | $3,581+46.0% | $5,333-2.0% | $4,296+21.7% |