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 | $54,253 | $171,272-68.3% | $127,803-57.5% | $152,885-64.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 1.87% | 23.54%-21.7pp | 26.14%-24.3pp | 345.39%-343.5pp |
| Employer contribution / active EE | $3,600 | $5,451-34.0% | $4,576-21.3% | $4,763-24.4% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $621 | $14,540-95.7% | $9,399-93.4% | $11,598-94.6% |