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 | $58,706 | $86,940-32.5% | $102,434-42.7% | $80,935-27.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 7.02% | 18.89%-11.9pp | 29.46%-22.4pp | 35.66%-28.6pp |
| Employer contribution / active EE | $2,963 | $2,370+25.0% | $3,023-2.0% | $2,757+7.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $571 | $8,047-92.9% | $9,462-94.0% | $6,924-91.8% |