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 | $34,481 | $55,713-38.1% | $75,901-54.6% | $72,975-52.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 2.76% | 27.60%-24.8pp | 30.76%-28.0pp | 81.01%-78.2pp |
| Employer contribution / active EE | $2,736 | $1,687+62.2% | $2,501+9.4% | $2,440+12.1% |
| Participant deferral / active EE | $1,171 | $2,634-55.5% | $3,603-67.5% | $3,608-67.5% |
| Admin fee / account holder | $1,488 | $3,980-62.6% | $5,420-72.6% | $5,124-71.0% |