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 | $40,095 | $62,592-35.9% | $85,709-53.2% | $85,847-53.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 4.71% | 23.77%-19.1pp | 21.49%-16.8pp | 318.61%-313.9pp |
| Employer contribution / active EE | $1,143 | $1,755-34.9% | $2,619-56.4% | $2,565-55.5% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,394 | $4,643+59.3% | $6,876+7.5% | $6,261+18.1% |