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 | $79,360 | $124,351-36.2% | $109,188-27.3% | $167,553-52.6% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 0.25% | 26.04%-25.8pp | 25.76%-25.5pp | 478.89%-478.6pp |
| Employer contribution / active EE | $3,281 | $4,210-22.1% | $3,723-11.9% | $4,840-32.2% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $7,289 | $7,975-8.6% | $6,755+7.9% | $12,316-40.8% |