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 | $47,175 | $48,078-1.9% | $78,676-40.0% | $62,881-25.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 1.82% | 31.36%-29.5pp | 62.19%-60.4pp | 20.14%-18.3pp |
| Employer contribution / active EE | $5,114 | $2,015+153.8% | $2,850+79.4% | $2,281+124.2% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,901 | $3,206-40.7% | $4,510-57.8% | $4,296-55.7% |