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 | $57,565 | $116,203-50.5% | $93,621-38.5% | $152,909-62.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 5.81% | 35.96%-30.2pp | 32.76%-27.0pp | 345.46%-339.7pp |
| Employer contribution / active EE | $3,705 | $3,219+15.1% | $2,719+36.3% | $4,764-22.2% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,094 | $10,751-89.8% | $7,890-86.1% | $11,601-90.6% |