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 | $47,837 | $49,239-2.8% | $70,462-32.1% | $79,858-40.1% |
| Participation rate | 93.6% | 69.2%+24.4pp | 75.1%+18.6pp | 69.6%+24.0pp |
| Annual return | 4.85% | 30.08%-25.2pp | 109.08%-104.2pp | 31.72%-26.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,042 | $2,769-26.3% | $3,710-45.0% | $3,740-45.4% |
| Admin fee / account holder | $5,840 | $2,876+103.0% | $3,845+51.9% | $5,306+10.1% |